Ownership history in Planned Solutions, Inc. · 3 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in ISHARES MSCI USA QUALITY GARP ETF (GARP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 235,258 | +4,474 | +1.9% | 5.14% | $16.0M | $68.06 |
| 2025 Q3 | ADDED | 230,784 | +4,556 | +2.0% | 5.21% | $15.1M | $65.54 |
| 2025 Q2 | INITIATED | 226,228 | — | — | 5.20% | $13.7M | $60.23 |
As of 2025 Q4 — sorted by position size