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

Planning Strategies 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	$1.01M	Buy	+1,346	New	+$980K	0.63%	28

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Planning Strategies Inc.'s IVV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 1,346 shares worth $1.01M. The stake represents 0.63% of the portfolio and ranks #28 among its holdings.

1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Planning Strategies Inc. held 1,346 shares of iShares Core S&P 500 ETF worth $1.01M as of Q2 2026.
iShares Core S&P 500 ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Core S&P 500 ETF made up 0.63% of Planning Strategies Inc.'s portfolio in Q2 2026, its #28 holding.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.