Consolidated Planning Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Consolidated Planning Corp’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Sell	488 -474	-49%	-$324K	0.05%	114
2025 Q4	$659K	Sell	962 -17	-2%	-$11.5K	0.07%	142
2025 Q3	$655K	Buy	979 +465	+90%	+$299K	0.07%	138
2025 Q2	$319K	Sell	514 -209	-29%	-$120K	0.04%	157
2025 Q1	$406K	Hold	723	–	–	0.06%	139
2024 Q4	$426K	Sell	723 -273	-27%	-$162K	0.06%	140
2024 Q3	$575K	Hold	996	–	–	0.09%	124
2024 Q2	$545K	Sell	996 -46	-4%	-$24.2K	0.09%	109
2024 Q1	$548K	Hold	1,042	–	–	0.09%	107
2023 Q4	$498K	Sell	1,042 -60	-5%	-$26.9K	0.09%	106
2023 Q3	$473K	Hold	1,102	–	–	0.1%	110
2023 Q2	$491K	Buy	1,102 +492	+81%	+$207K	0.1%	113
2023 Q1	$251K	Hold	610	–	–	0.07%	105
2022 Q4	$234K	Hold	610	–	–	0.06%	108
2022 Q3	$219K	Sell	610 -144	-19%	-$57.5K	0.07%	105
2022 Q2	$286K	Buy	+754	New	+$310K	0.09%	96
2022 Q1	–	Sell	-558	Closed	-$266K	–	63
2021 Q4	$266K	Buy	558 +104	+23%	+$47.9K	0.17%	51
2021 Q3	$196K	Buy	+454	New	+$201K	0.13%	64
2021 Q1	–	Sell	-597	Closed	-$224K	–	57
2020 Q4	$224K	Hold	597	–	–	0.15%	48
2020 Q3	$200K	Buy	+597	New	+$199K	0.15%	46
2020 Q1	–	Sell	-736	Closed	-$238K	–	44
2019 Q4	$238K	Buy	+736	New	+$228K	0.24%	38

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Consolidated Planning Corp's IVV Position: Q1 2026 in Review

Consolidated Planning Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 49% in Q1 2026, selling an estimated $324K and leaving 488 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #114.

Consolidated Planning Corp first reported a position in IVV in Q4 2019 and has held it in 21 quarters since. The position peaked at $659K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Consolidated Planning Corp held 488 shares of iShares Core S&P 500 ETF worth $319K as of Q1 2026.
Consolidated Planning Corp sold 474 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $324K.
iShares Core S&P 500 ETF made up 0.05% of Consolidated Planning Corp's portfolio in Q1 2026, its #114 holding.
Consolidated Planning Corp first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
Consolidated Planning Corp's iShares Core S&P 500 ETF position peaked at $659K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.