PPL
IVV icon

Planning Project LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Planning Project LLC’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 		$196M Buy
+254,452
New +$185M 39.09% 1
2025
Q4 		$150M Buy
+218,300
New +$148M 37.57% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Planning Project LLC's IVV Position: Q2 2026 in Review

Planning Project LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 254,452 shares worth $196M. The stake represents 39.09% of the portfolio and ranks #1 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in IVV as recently as Q4 2025.

Planning Project LLC first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Planning Project LLC held 254,452 shares of iShares Core S&P 500 ETF worth $196M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Planning Project LLC position in Q2 2026.
  • iShares Core S&P 500 ETF made up 39.09% of Planning Project LLC's portfolio in Q2 2026, its #1 holding.
  • Planning Project LLC first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.