Planned Solutions
IVV icon

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
Q3 		$1.44M Buy
1,877
+1
+0.1% +$763 0.39% 35
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Planned Solutions's IVV Position: Q3 2026 in Review

Planned Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q3 2026, buying an estimated $763 and bringing the position to 1,877 shares worth $1.44M. The position accounts for 0.39% of the portfolio, ranked #35.

Planned Solutions first reported a position in IVV in Q3 2020 and has held it in 23 quarters since. 2,398 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Planned Solutions held 1,877 shares of iShares Core S&P 500 ETF worth $1.44M as of Q3 2026.
  • Planned Solutions bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
  • iShares Core S&P 500 ETF made up 0.39% of Planned Solutions's portfolio in Q3 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 23 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.