CPC
Consolidated Planning Corp’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
1,880
| – | – | 0.03% | 178 |
|
|
2025
Q1 | $225K | Hold |
1,880
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $235K | Sell |
1,880
-210
| -10% | -$26.2K | 0.03% | 186 |
|
|
2024
Q3 | $258K | Hold |
2,090
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $237K | Hold |
2,090
| – | – | 0.04% | 169 |
|
|
2024
Q1 | $247K | Hold |
2,090
| – | – | 0.04% | 158 |
|
|
2023
Q4 | $238K | Hold |
2,090
| – | – | 0.04% | 145 |
|
|
2023
Q3 | $211K | Hold |
2,090
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $224K | Hold |
2,090
| – | – | 0.05% | 149 |
|
|
2023
Q1 | $215K | Hold |
2,090
| – | – | 0.06% | 115 |
|
|
2022
Q4 | $211K | Buy |
+2,090
| New | +$211K | 0.06% | 114 |
|
|
2022
Q2 | – | Sell |
-2,090
| Closed | -$229K | – | 119 |
|
|
2022
Q1 | $229K | Hold |
2,090
| – | – | 0.16% | 55 |
|
|
2021
Q4 | $231K | Hold |
2,090
| – | – | 0.15% | 58 |
|
|
2021
Q3 | $215K | Hold |
2,090
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $220K | Hold |
2,090
| – | – | 0.16% | 51 |
|
|
2021
Q1 | $213K | Buy |
+2,090
| New | +$213K | 0.14% | 53 |
|