Consolidated Planning Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $406K | Hold |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $575K | Hold |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $548K | Hold |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $473K | Hold |
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|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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