Safeguard Investment Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,534	Closed	-$325K	–	151
2025 Q4	$325K	Buy	1,534 +226	+17%	+$47.4K	0.08%	96
2025 Q3	$270K	Sell	1,308 -162	-11%	-$32.5K	0.07%	111
2025 Q2	$287K	Sell	1,470 -307	-17%	-$57.2K	0.07%	107
2025 Q1	$339K	Buy	1,777 +214	+14%	+$41.4K	0.09%	87
2024 Q4	$298K	Buy	1,563 +1	+0.1%	+$198	0.08%	87
2024 Q3	$308K	Buy	+1,562	New	+$297K	0.09%	82
2021 Q1	–	Sell	-226	Closed	-$28K	–	385
2020 Q4	$28K	Buy	+226	New	+$27.3K	0.02%	267

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Investment Advisory Group's IVE Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,534 shares — an estimated $325K sold.

Safeguard Investment Advisory Group first reported a position in IVE in Q4 2020 and held it in 7 quarters. The position peaked at $339K in Q1 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Safeguard Investment Advisory Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,534 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $325K.
Safeguard Investment Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 7 quarters.
Safeguard Investment Advisory Group's iShares S&P 500 Value ETF position peaked at $339K in Q1 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.