CPC
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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
Q2 		– Sell
-2,649
Closed -$300K – 163
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Consolidated Planning Corp sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 2,649 shares — an estimated $300K sold.

Consolidated Planning Corp first reported a position in IVW in Q4 2024 and held it in 6 quarters. The position peaked at $715K in Q4 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Consolidated Planning Corp reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,649 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $300K.
  • Consolidated Planning Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 6 quarters.
  • Consolidated Planning Corp's iShares S&P 500 Growth ETF position peaked at $715K in Q4 2025.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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