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
Q3 		$24M Buy
168,781
+36,194
+27% +$5.02M 6.58% 5
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Planned Solutions's IVW Position: Q3 2026 in Review

Planned Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 27% in Q3 2026, buying an estimated $5.02M and bringing the position to 168,781 shares worth $24M. The position accounts for 6.58% of the portfolio, ranked #5.

Planned Solutions first reported a position in IVW in Q3 2020 and has held it in 22 quarters since. 471 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Planned Solutions held 168,781 shares of iShares S&P 500 Growth ETF worth $24M as of Q3 2026.
  • Planned Solutions bought 36,194 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $5.02M.
  • iShares S&P 500 Growth ETF made up 6.58% of Planned Solutions's portfolio in Q3 2026, its #5 holding.
  • Planned Solutions first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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