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Safeguard Investment Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
1,416
+29
+2% +$21.1K 0.24% 42
2026
Q1 		$906K Sell
1,387
-286
-17% -$195K 0.25% 43
2025
Q4 		$1.15M Buy
1,673
+287
+21% +$195K 0.29% 35
2025
Q3 		$927K Sell
1,386
-164
-11% -$106K 0.23% 46
2025
Q2 		$962K Sell
1,550
-11
-0.7% -$6.32K 0.24% 46
2025
Q1 		$878K Buy
1,561
+448
+40% +$265K 0.24% 47
2024
Q4 		$655K Sell
1,113
-23
-2% -$13.6K 0.18% 54
2024
Q3 		$656K Buy
1,136
+15
+1% +$8.34K 0.19% 49
2024
Q2 		$613K Buy
1,121
+453
+68% +$238K 0.19% 49
2024
Q1 		$351K Sell
668
-124
-16% -$62K 0.12% 67
2023
Q4 		$378K Sell
792
-182
-19% -$81.5K 0.14% 61
2023
Q3 		$419K Sell
974
-24
-2% -$10.7K 0.18% 55
2023
Q2 		$445K Sell
998
-42
-4% -$17.7K 0.19% 55
2023
Q1 		$428K Buy
1,040
+346
+50% +$139K 0.21% 58
2022
Q4 		$267K Buy
694
+1
+0.1% +$386 0.16% 77
2022
Q3 		$248K Buy
+693
New +$277K 0.17% 77
2021
Q1 		– Sell
-217
Closed -$81K – 386
2020
Q4 		$81K Buy
+217
New +$77.2K 0.07% 144

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Safeguard Investment Advisory Group's IVV Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,416 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #42.

Safeguard Investment Advisory Group first reported a position in IVV in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.15M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,416 shares of iShares Core S&P 500 ETF worth $1.06M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 29 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Core S&P 500 ETF made up 0.24% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #42 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
  • Safeguard Investment Advisory Group's iShares Core S&P 500 ETF position peaked at $1.15M in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.