Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT). 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 | 216,375 | +37,468 | +20.9% | 10.32% | $32.2M | $148.36 |
| 2025 Q3 | ADDED | 178,907 | +15,204 | +9.3% | 8.96% | $26.1M | $144.85 |
| 2025 Q2 | ADDED | 163,703 | +11,874 | +7.8% | 8.41% | $22.1M | $133.91 |
| 2025 Q1 | ADDED | 151,829 | +3,675 | +2.5% | 7.50% | $18.5M | $120.63 |
| 2024 Q4 | ADDED | 148,154 | +1,379 | +0.9% | 7.69% | $19.1M | $126.80 |
| 2024 Q3 | ADDED | 146,775 | +2,593 | +1.8% | 7.40% | $18.4M | $123.41 |
| 2024 Q2 | REDUCED | 144,182 | -1,786 | -1.2% | 8.29% | $17.1M | $116.26 |
| 2024 Q1 | REDUCED | 145,968 | -3,002 | -2.0% | 8.26% | $16.8M | $112.53 |
| 2023 Q4 | ADDED | 148,970 | +1,146 | +0.8% | 8.44% | $14.0M | $102.42 |
| 2023 Q2 | ADDED | 147,824 | +1,286 | +0.9% | 8.55% | $14.5M | $94.36 |
As of 2025 Q4 — sorted by position size