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Consolidated Planning Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

Consolidated Planning Corp’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,240
Closed -$262K – 162
2026
Q1 		$262K Sell
1,240
-156
-11% -$33.8K 0.04% 130
2025
Q4 		$296K Buy
1,396
+141
+11% +$29.6K 0.03% 176
2025
Q3 		$259K Buy
1,255
+59
+5% +$11.8K 0.03% 173
2025
Q2 		$234K Sell
1,196
-29
-2% -$5.4K 0.03% 177
2025
Q1 		$233K Buy
1,225
+3
+0.2% +$581 0.03% 170
2024
Q4 		$233K Buy
+1,222
New +$242K 0.03% 188

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Consolidated Planning Corp's IVE Position: Q2 2026 in Review

Consolidated Planning Corp sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,240 shares — an estimated $262K sold.

Consolidated Planning Corp first reported a position in IVE in Q4 2024 and held it in 6 quarters. The position peaked at $296K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Consolidated Planning Corp reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,240 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $262K.
  • Consolidated Planning Corp first reported a position in iShares S&P 500 Value ETF in Q4 2024 and held it in 6 quarters.
  • Consolidated Planning Corp's iShares S&P 500 Value ETF position peaked at $296K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.