Consolidated Planning Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Sell	2,649 -3,148	-54%	-$379K	0.05%	119
2025 Q4	$715K	Buy	5,797 +1,132	+24%	+$139K	0.07%	140
2025 Q3	$563K	Buy	4,665 +2,090	+81%	+$240K	0.06%	142
2025 Q2	$284K	Sell	2,575 -116	-4%	-$11.5K	0.04%	163
2025 Q1	$250K	Sell	2,691 -9	-0.3%	-$907	0.03%	166
2024 Q4	$274K	Buy	+2,700	New	+$269K	0.04%	174

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Consolidated Planning Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q1 2026, selling an estimated $379K and leaving 2,649 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #119.

Consolidated Planning Corp first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $715K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Consolidated Planning Corp held 2,649 shares of iShares S&P 500 Growth ETF worth $300K as of Q1 2026.
Consolidated Planning Corp sold 3,148 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $379K.
iShares S&P 500 Growth ETF made up 0.05% of Consolidated Planning Corp's portfolio in Q1 2026, its #119 holding.
Consolidated Planning Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Consolidated Planning Corp's iShares S&P 500 Growth ETF position peaked at $715K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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