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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Sell	2,575 -116	-4%	-$12.8K	0.04%	163
2025 Q1	$250K	Sell	2,691 -9	-0.3%	-$835	0.03%	166
2024 Q4	$274K	Buy	+2,700	New	+$274K	0.04%	174