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iShares S&P 500 Index shares owned by Frederick Financial Consultants

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Frederick Financial Consultants from 13F filings

Historical chart of Frederick Financial Consultants investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Frederick Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 2.2k 669.45
2025-06-30 $1.4M 2.2k 620.80
2025-03-31 $1.2M 2.2k 561.84
2024-12-31 $1.2M 2.0k 588.53

More positions owned by Frederick Financial Consultants

First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust S&p Kensho Futre (FITE)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Spdr Series Trust Dj Reit Etf (RWR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Sherwin-Williams Company (SHW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Proshares Tr Hd Replication (HDG)

View all positions for Frederick Financial Consultants

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index