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Planned Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Planned Solutions’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
1,876
+1
+0.1% +$728 0.4% 35
2026
Q1 		$1.22M Buy
1,875
+1
+0.1% +$683 0.4% 34
2025
Q4 		$1.28M Sell
1,874
-204
-10% -$139K 0.41% 34
2025
Q3 		$1.39M Buy
2,078
+492
+31% +$317K 0.48% 32
2025
Q2 		$985K Buy
1,586
+7
+0.4% +$4.02K 0.37% 36
2025
Q1 		$887K Buy
1,579
+96
+6% +$56.7K 0.36% 35
2024
Q4 		$873K Sell
1,483
-6
-0.4% -$3.55K 0.35% 33
2024
Q3 		$859K Buy
1,489
+1
+0.1% +$556 0.34% 30
2024
Q2 		$814K Buy
1,488
+1
+0.1% +$526 0.39% 31
2024
Q1 		$782K Buy
1,487
+7
+0.5% +$3.5K 0.38% 32
2023
Q4 		$707K Buy
1,480
+2
+0.1% +$895 0.33% 33
2023
Q3 		$635K Hold
1,478
– – 0.38% 31
2023
Q2 		$659K Buy
1,478
+1
+0.1% +$421 0.39% 33
2023
Q1 		$607K Buy
1,477
+1
+0.1% +$401 0.38% 32
2022
Q4 		$567K Sell
1,476
-10
-0.7% -$3.86K 0.42% 32
2022
Q3 		$533K Buy
1,486
+37
+3% +$14.8K 0.45% 30
2022
Q2 		$549K Buy
1,449
+1
+0.1% +$411 0.51% 28
2022
Q1 		$657K Sell
1,448
-4
-0.3% -$1.79K 0.46% 26
2021
Q4 		$693K Buy
+1,452
New +$669K 0.46% 29
2021
Q2 		$626K Buy
+1,457
New +$610K 0.43% 29
2021
Q1 		– Sell
-399
Closed -$150K – 234
2020
Q4 		$150K Buy
399
+1
+0.3% +$356 0.12% 69
2020
Q3 		$134K Buy
+398
New +$132K 0.13% 69

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Planned Solutions's IVV Position: Q2 2026 in Review

Planned Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q2 2026, buying an estimated $728 and bringing the position to 1,876 shares worth $1.4M. The position accounts for 0.4% of the portfolio, ranked #35.

Planned Solutions first reported a position in IVV in Q3 2020 and has held it in 22 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Planned Solutions held 1,876 shares of iShares Core S&P 500 ETF worth $1.4M as of Q2 2026.
  • Planned Solutions bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.4% of Planned Solutions's portfolio in Q2 2026, its #35 holding.
  • Planned Solutions first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 22 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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