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Planning Capital Management Corporation’s iShares Core S&P 500 ETF IVV Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$220K Hold
382
– – 0.15% 80
2024
Q2 		$209K Hold
382
– – 0.15% 82
2024
Q1 		$201K Sell
382
-40
-9% -$20K 0.15% 83
2023
Q4 		$202K Buy
+422
New +$189K 0.16% 83

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Planning Capital Management Corporation's IVV Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2024 at 382 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #80.

Planning Capital Management Corporation first reported a position in IVV in Q4 2023 and has held it in 4 quarters since. 3,204 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

  • Planning Capital Management Corporation held 382 shares of iShares Core S&P 500 ETF worth $220K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares Core S&P 500 ETF share count unchanged in Q3 2024.
  • iShares Core S&P 500 ETF made up 0.15% of Planning Capital Management Corporation's portfolio in Q3 2024, its #80 holding.
  • Planning Capital Management Corporation first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • 3,204 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.