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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Safeguard Investment Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, selling an estimated $195K and leaving 1,387 shares worth $906K. The position accounts for 0.25% of the portfolio, ranked #43.

Safeguard Investment Advisory Group first reported a position in IVV in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Safeguard Investment Advisory Group held 1,387 shares of iShares Core S&P 500 ETF worth $906K as of Q1 2026.
Safeguard Investment Advisory Group sold 286 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $195K.
iShares Core S&P 500 ETF made up 0.25% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #43 holding.
Safeguard Investment Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
Safeguard Investment Advisory Group's iShares Core S&P 500 ETF position peaked at $1.15M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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