CPC
Consolidated Planning Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
12,781
-45
| -0.4% | -$19.1K | 0.68% | 48 |
|
|
2025
Q1 | $4.63M | Sell |
12,826
-454
| -3% | -$164K | 0.64% | 52 |
|
|
2024
Q4 | $5.33M | Sell |
13,280
-7
| -0.1% | -$2.81K | 0.73% | 49 |
|
|
2024
Q3 | $4.99M | Sell |
13,287
-99
| -0.7% | -$37.2K | 0.74% | 47 |
|
|
2024
Q2 | $4.88M | Buy |
13,386
+34
| +0.3% | +$12.4K | 0.8% | 44 |
|
|
2024
Q1 | $4.5M | Sell |
13,352
-41
| -0.3% | -$13.8K | 0.77% | 46 |
|
|
2023
Q4 | $4.06M | Sell |
13,393
-310
| -2% | -$94K | 0.76% | 40 |
|
|
2023
Q3 | $3.64M | Buy |
13,703
+574
| +4% | +$153K | 0.81% | 43 |
|
|
2023
Q2 | $3.61M | Sell |
13,129
-43
| -0.3% | -$11.8K | 0.76% | 45 |
|
|
2023
Q1 | $3.22M | Buy |
13,172
+656
| +5% | +$160K | 0.83% | 43 |
|
|
2022
Q4 | $2.68M | Sell |
12,516
-442
| -3% | -$94.7K | 0.74% | 41 |
|
|
2022
Q3 | $2.73M | Sell |
12,958
-1,029
| -7% | -$216K | 0.85% | 42 |
|
|
2022
Q2 | $3.06M | Buy |
13,987
+429
| +3% | +$93.8K | 0.96% | 36 |
|
|
2022
Q1 | $3.76M | Sell |
13,558
-3,386
| -20% | -$940K | 2.61% | 9 |
|
|
2021
Q4 | $5.18M | Sell |
16,944
-33
| -0.2% | -$10.1K | 3.34% | 7 |
|
|
2021
Q3 | $4.65M | Sell |
16,977
-375
| -2% | -$103K | 3.02% | 6 |
|
|
2021
Q2 | $4.71M | Sell |
17,352
-186
| -1% | -$50.5K | 3.49% | 6 |
|
|
2021
Q1 | $4.26M | Sell |
17,538
-742
| -4% | -$180K | 2.72% | 7 |
|
|
2020
Q4 | $4.41M | Sell |
18,280
-165
| -0.9% | -$39.8K | 2.87% | 7 |
|
|
2020
Q3 | $4M | Sell |
18,445
-145
| -0.8% | -$31.4K | 2.98% | 5 |
|
|
2020
Q2 | $3.57M | Buy |
18,590
+6
| +0% | +$1.15K | 3.5% | 5 |
|
|
2020
Q1 | $2.8M | Sell |
18,584
-265
| -1% | -$39.9K | 3.51% | 3 |
|
|
2019
Q4 | $3.32M | Buy |
+18,849
| New | +$3.32M | 3.28% | 5 |
|