ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Safeguard Investment Advisory Group, LLC's Holding History (CIK: 0001846711)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,534 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 1,308 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 1,470 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 1,777 Value ($000) $339 Avg Close — Range —
Q4 2024
Shares 1,563 Value ($000) $298 Avg Close — Range —
Q3 2024
Shares 1,562 Value ($000) $308 Avg Close — Range —
Q4 2020
Shares 226 Value ($000) $28 Avg Close — Range —