Planning Center Inc
IVV icon

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
Q3 		$1.15M Hold
1,501
– – 0.11% 32
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 		$1.54M Buy
+3,342
New +$1.54M 1.22% 11

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Planning Center Inc's IVV Position: Q3 2026 in Review

Planning Center Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,501 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #32.

Planning Center Inc first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2021. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Planning Center Inc held 1,501 shares of iShares Core S&P 500 ETF worth $1.15M as of Q3 2026.
  • Planning Center Inc left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.11% of Planning Center Inc's portfolio in Q3 2026, its #32 holding.
  • Planning Center Inc first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Planning Center Inc's iShares Core S&P 500 ETF position peaked at $1.54M in Q4 2021.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Planning Center Inc's 13F filing for Q3 2026, filed 12 Nov 2026.