Consolidated Planning Corp’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$282K	Hold
2025 Q2	$251K	Hold
2025 Q1	$232K	Sell
2024 Q4	$259K	Buy
2024 Q3	$233K	Hold
2024 Q2	$214K	Hold
2024 Q1	$222K	Sell
2023 Q4	$215K	Buy
2020 Q2	–	Sell
2020 Q1	$625K	Buy