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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Sell	1,196 -29	-2%	-$5.67K	0.03%	177
2025 Q1	$233K	Buy	1,225 +3	+0.2%	+$572	0.03%	170
2024 Q4	$233K	Buy	+1,222	New	+$233K	0.03%	188