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iShares S&P MidCap 400 Value Index shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 2.1k 114.04
2023-09-30 $211k 2.1k 100.93
2023-06-30 $224k 2.1k 107.13
2023-03-31 $215k 2.1k 102.77
2022-12-31 $211k 2.1k 100.80
2022-03-31 $229k 2.1k 109.57
2021-12-31 $231k 2.1k 110.53
2021-09-30 $215k 2.1k 102.87
2021-06-30 $220k 2.1k 105.26
2021-03-31 $213k 2.1k 101.91

More positions owned by Consolidated Planning Corp

Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
salesforce (CRM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Broadcom (AVGO)

View all positions for Consolidated Planning Corp

Top funds holding iShares S&P MidCap 400 Value Index

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D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

View all funds holding iShares S&P MidCap 400 Value Index