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iShares Russell Midcap Value Index shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap 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 Russell Midcap Value Index by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2026-03-31 $450k 3.1k 145.74
2021-09-30 $31k 278 111.51

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
American Centy Etf Tr Us Eqt Etf (AVUS)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Us Midcap Fund (EZM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Comfort Systems USA (FIX)
Verizon Communications (VZ)
Casey's General Stores (CASY)

View all positions for Consolidated Planning Corp

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