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Planning Center Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Planning Center Inc’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 		$706K Hold
5,136
– – 0.07% 43
2026
Q1 		$581K Hold
5,136
– – 0.06% 42
2025
Q4 		$633K Hold
5,136
– – 0.06% 42
2025
Q3 		$620K Sell
5,136
-920
-15% -$106K 0.07% 40
2025
Q2 		$667K Sell
6,056
-1,010
-14% -$100K 0.07% 36
2025
Q1 		$656K Sell
7,066
-1,105
-14% -$111K 0.08% 36
2024
Q4 		$830K Sell
8,171
-1,866
-19% -$186K 0.11% 34
2024
Q3 		$961K Hold
10,037
– – 0.12% 32
2024
Q2 		$929K Hold
10,037
– – 0.12% 32
2024
Q1 		$848K Sell
10,037
-250
-2% -$20.1K 0.18% 29
2023
Q4 		$773K Sell
10,287
-682
-6% -$48.5K 0.18% 29
2023
Q3 		$751K Hold
10,969
– – 0.2% 29
2023
Q2 		$773K Hold
10,969
– – 0.2% 28
2023
Q1 		$710K Sell
10,969
-1,796
-14% -$110K 0.2% 28
2022
Q4 		$747K Sell
12,765
-105
-0.8% -$6.3K 0.23% 27
2022
Q3 		$735K Sell
12,870
-1,132
-8% -$73.6K 0.58% 17
2022
Q2 		$869K Sell
14,002
-164
-1% -$10.9K 0.68% 16
2022
Q1 		$1.08M Sell
14,166
-1,180
-8% -$88.6K 3.11% 7
2021
Q4 		$1.2M Buy
+15,346
New +$1.24M 0.96% 13

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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

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

Planning Center Inc held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,136 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #43.

Planning Center Inc first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2021. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Planning Center Inc held 5,136 shares of iShares S&P 500 Growth ETF worth $706K as of Q2 2026.
  • Planning Center Inc left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of Planning Center Inc's portfolio in Q2 2026, its #43 holding.
  • Planning Center Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's iShares S&P 500 Growth ETF position peaked at $1.2M in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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