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Planning Center Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Planning Center Inc’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 		$1.12M Hold
1,501
– – 0.11% 33
2026
Q1 		$980K Sell
1,501
-286
-16% -$195K 0.1% 33
2025
Q4 		$1.22M Hold
1,787
– – 0.13% 30
2025
Q3 		$1.2M Hold
1,787
– – 0.13% 28
2025
Q2 		$1.11M Sell
1,787
-75
-4% -$43.1K 0.12% 29
2025
Q1 		$1.05M Sell
1,862
-216
-10% -$128K 0.12% 31
2024
Q4 		$1.22M Hold
2,078
– – 0.16% 27
2024
Q3 		$1.2M Buy
2,078
+40
+2% +$22.2K 0.15% 28
2024
Q2 		$1.12M Sell
2,038
-122
-6% -$64.2K 0.15% 28
2024
Q1 		$1.14M Sell
2,160
-76
-3% -$38K 0.25% 25
2023
Q4 		$1.07M Sell
2,236
-476
-18% -$213K 0.25% 27
2023
Q3 		$1.16M Hold
2,712
– – 0.3% 23
2023
Q2 		$1.21M Sell
2,712
-12
-0.4% -$5.06K 0.31% 23
2023
Q1 		$1.13M Sell
2,724
-120
-4% -$48.1K 0.31% 21
2022
Q4 		$1.09M Sell
2,844
-380
-12% -$147K 0.33% 20
2022
Q3 		$1.16M Sell
3,224
-94
-3% -$37.5K 0.92% 12
2022
Q2 		$1.28M Sell
3,318
-12
-0.4% -$4.94K 1.01% 11
2022
Q1 		$1.51M Sell
3,330
-12
-0.4% -$5.37K 4.34% 6
2021
Q4 		$1.53M Buy
+3,342
New +$1.54M 1.22% 11

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

Planning Center Inc's IVV Position: Q2 2026 in Review

Planning Center Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,501 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #33.

Planning Center Inc first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Planning Center Inc held 1,501 shares of iShares Core S&P 500 ETF worth $1.12M as of Q2 2026.
  • Planning Center Inc left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.11% of Planning Center Inc's portfolio in Q2 2026, its #33 holding.
  • Planning Center Inc first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's iShares Core S&P 500 ETF position peaked at $1.53M in Q4 2021.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.