Safeguard Investment Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $656K | Buy |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $81K | Buy |
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