Frederick Financial Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Frederick Financial Consultants's IVV Position: Q1 2026 in Review
Frederick Financial Consultants increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, buying an estimated $259K and bringing the position to 2,592 shares worth $1.69M. The position accounts for 0.84% of the portfolio, ranked #24.
Frederick Financial Consultants first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Frederick Financial Consultants held 2,592 shares of iShares Core S&P 500 ETF worth $1.69M as of Q1 2026.
- Frederick Financial Consultants bought 379 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $259K.
- iShares Core S&P 500 ETF made up 0.84% of Frederick Financial Consultants's portfolio in Q1 2026, its #24 holding.
- Frederick Financial Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.