CPC
Consolidated Planning Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
13,700
+13
| +0.1% | +$806 | 0.11% | 123 |
|
|
2025
Q1 | $799K | Buy |
13,687
+255
| +2% | +$14.9K | 0.11% | 121 |
|
|
2024
Q4 | $837K | Sell |
13,432
-2,710
| -17% | -$169K | 0.11% | 106 |
|
|
2024
Q3 | $1.01M | Sell |
16,142
-28,330
| -64% | -$1.77M | 0.15% | 90 |
|
|
2024
Q2 | $2.6M | Buy |
44,472
+3,212
| +8% | +$188K | 0.43% | 70 |
|
|
2024
Q1 | $2.51M | Buy |
41,260
+32,895
| +393% | +$2M | 0.43% | 70 |
|
|
2023
Q4 | $2.32M | Buy |
8,365
+7,053
| +538% | +$1.95M | 0.43% | 60 |
|
|
2023
Q3 | $327K | Sell |
1,312
-699
| -35% | -$174K | 0.07% | 119 |
|
|
2023
Q2 | $526K | Buy |
+2,011
| New | +$526K | 0.11% | 112 |
|
|
2022
Q4 | – | Sell |
-2,069
| Closed | -$454K | – | 124 |
|
|
2022
Q3 | $454K | Sell |
2,069
-821
| -28% | -$180K | 0.14% | 79 |
|
|
2022
Q2 | $654K | Buy |
+2,890
| New | +$654K | 0.2% | 78 |
|
|
2021
Q4 | – | Sell |
-295
| Closed | -$78K | – | 237 |
|
|
2021
Q3 | $78K | Buy |
+295
| New | +$78K | 0.05% | 123 |
|