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Planned Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Planned Solutions’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,267
Closed -$268K – 163
2026
Q1 		$268K Hold
1,267
– – 0.09% 110
2025
Q4 		$269K Hold
1,267
– – 0.09% 109
2025
Q3 		$262K Hold
1,267
– – 0.09% 111
2025
Q2 		$248K Sell
1,267
-295
-19% -$55K 0.09% 101
2025
Q1 		$298K Buy
1,562
+295
+23% +$57.1K 0.12% 82
2024
Q4 		$242K Hold
1,267
– – 0.1% 92
2024
Q3 		$250K Hold
1,267
– – 0.1% 98
2024
Q2 		$231K Hold
1,267
– – 0.11% 82
2024
Q1 		$237K Hold
1,267
– – 0.12% 79
2023
Q4 		$220K Buy
+1,267
New +$204K 0.1% 77
2023
Q3 		– Sell
-1,267
Closed -$204K – 82
2023
Q2 		$204K Buy
+1,267
New +$195K 0.12% 76
2022
Q1 		– Sell
-3,864
Closed -$605K – 75
2021
Q4 		$605K Buy
+3,864
New +$588K 0.4% 33
2021
Q2 		$570K Buy
3,864
+681
+21% +$100K 0.39% 33
2021
Q1 		$450K Hold
3,183
– – 0.35% 35
2020
Q4 		$407K Sell
3,183
-233
-7% -$28.2K 0.33% 33
2020
Q3 		$384K Buy
+3,416
New +$387K 0.38% 30

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Planned Solutions's IVE Position: Q2 2026 in Review

Planned Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,267 shares — an estimated $268K sold.

Planned Solutions first reported a position in IVE in Q3 2020 and held it in 16 quarters. The position peaked at $605K in Q4 2021. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Planned Solutions reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Planned Solutions sold 1,267 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $268K.
  • Planned Solutions first reported a position in iShares S&P 500 Value ETF in Q3 2020 and held it in 16 quarters.
  • Planned Solutions's iShares S&P 500 Value ETF position peaked at $605K in Q4 2021.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.