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

Frederick Financial Consultants’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 Q3	$2.09M	Buy	2,730 +191	+8%	+$146K	0.87%	25
2026 Q2	$1.9M	Sell	2,539 -53	-2%	-$38.6K	0.81%	24
2026 Q1	$1.69M	Buy	2,592 +379	+17%	+$259K	0.84%	24
2025 Q4	$1.52M	Buy	2,213 +56	+3%	+$38K	0.83%	26
2025 Q3	$1.44M	Sell	2,157 -21	-1%	-$13.5K	0.81%	27
2025 Q2	$1.35M	Buy	2,178 +1	+0%	+$574	0.84%	28
2025 Q1	$1.22M	Buy	2,177 +179	+9%	+$106K	0.88%	26
2024 Q4	$1.18M	Buy	+1,998	New	+$1.18M	0.94%	25

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Frederick Financial Consultants's IVV Position: Q3 2026 in Review

Frederick Financial Consultants increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q3 2026, buying an estimated $146K and bringing the position to 2,730 shares worth $2.09M. The position accounts for 0.87% of the portfolio, ranked #25.

Frederick Financial Consultants first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,125 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Frederick Financial Consultants held 2,730 shares of iShares Core S&P 500 ETF worth $2.09M as of Q3 2026.
Frederick Financial Consultants bought 191 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $146K.
iShares Core S&P 500 ETF made up 0.87% of Frederick Financial Consultants's portfolio in Q3 2026, its #25 holding.
Frederick Financial Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,125 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.