Frazier Financial Advisors’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
Q3
$638K Sell
2025
Q2
$615K Sell
2025
Q1
$573K Buy
2024
Q4
$541K Buy
2024
Q3
$335K Buy
2024
Q2
$307K Buy
2024
Q1
$293K Buy
2023
Q4
$254K Buy