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iShares S&P 500 Growth Index shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 500 Growth Index by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $563k 4.7k 120.72
2025-06-30 $284k 2.6k 110.10
2025-03-31 $250k 2.7k 92.83
2024-12-31 $274k 2.7k 101.53

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Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
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JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for Consolidated Planning Corp

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