Frederick Financial Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	2,178 +1	+0%	+$621	0.84%	28
2025 Q1	$1.22M	Buy	2,177 +179	+9%	+$101K	0.88%	26
2024 Q4	$1.18M	Buy	+1,998	New	+$1.18M	0.94%	25