PS
IVW icon

Planned Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Planned Solutions’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2M Buy
132,587
+1,098
+0.8% +$145K 5.23% 6
2026
Q1 		$14.9M Buy
131,489
+3,701
+3% +$445K 4.87% 6
2025
Q4 		$15.8M Buy
127,788
+15,103
+13% +$1.85M 5.05% 6
2025
Q3 		$13.6M Buy
112,685
+6,605
+6% +$760K 4.68% 6
2025
Q2 		$11.7M Buy
106,080
+91,595
+632% +$9.07M 4.44% 7
2025
Q1 		$1.34M Sell
14,485
-3,098
-18% -$312K 0.54% 26
2024
Q4 		$1.79M Buy
17,583
+7,887
+81% +$787K 0.72% 24
2024
Q3 		$928K Buy
9,696
+142
+1% +$13.1K 0.37% 28
2024
Q2 		$884K Sell
9,554
-1,245
-12% -$107K 0.43% 28
2024
Q1 		$912K Buy
10,799
+463
+4% +$37.2K 0.45% 26
2023
Q4 		$776K Sell
10,336
-288
-3% -$20.5K 0.36% 29
2023
Q3 		$727K Buy
10,624
+142
+1% +$10K 0.44% 27
2023
Q2 		$739K Buy
10,482
+1,027
+11% +$67.9K 0.44% 30
2023
Q1 		$604K Sell
9,455
-109,256
-92% -$6.68M 0.38% 33
2022
Q4 		$6.94M Buy
118,711
+5,216
+5% +$313K 5.09% 6
2022
Q3 		$6.57M Buy
+113,495
New +$7.37M 5.48% 5
2022
Q1 		– Sell
-9,884
Closed -$827K – 76
2021
Q4 		$827K Buy
+9,884
New +$796K 0.55% 23
2021
Q2 		$719K Hold
9,884
– – 0.5% 23
2021
Q1 		$644K Hold
9,884
– – 0.5% 23
2020
Q4 		$631K Hold
9,884
– – 0.51% 21
2020
Q3 		$571K Buy
+9,884
New +$559K 0.56% 19

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Planned Solutions's IVW Position: Q2 2026 in Review

Planned Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 0.84% in Q2 2026, buying an estimated $145K and bringing the position to 132,587 shares worth $18.2M. The position accounts for 5.23% of the portfolio, ranked #6.

Planned Solutions first reported a position in IVW in Q3 2020 and has held it in 21 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Planned Solutions held 132,587 shares of iShares S&P 500 Growth ETF worth $18.2M as of Q2 2026.
  • Planned Solutions bought 1,098 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $145K.
  • iShares S&P 500 Growth ETF made up 5.23% of Planned Solutions's portfolio in Q2 2026, its #6 holding.
  • Planned Solutions first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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