IVVB — ISHARES LARGE CAP DEEP BUFFER ETF

Ownership history in Planned Solutions, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in ISHARES LARGE CAP DEEP BUFFER ETF (IVVB). 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.

Peak position
2.24% (2024 Q4)
Avg. % of fund
2.13%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 182,278 -4,750 -2.5% 1.93% $6.0M $33.07
2025 Q3 ADDED 187,028 +710 +0.4% 2.10% $6.1M $32.33
2025 Q2 ADDED 186,318 +2,126 +1.2% 2.20% $5.8M $30.64
2025 Q1 ADDED 184,192 +2,328 +1.3% 2.19% $5.4M $28.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVVB price (monthly, adj. close)

Other funds also holding IVVB

As of 2025 Q4 — sorted by position size

Wick Capital Partners, LLC 3Y 6.08% Vantage Financial Partners, LLC 3Y 0.6% ERn Financial, LLC 3Y 7Y 0.43% Formidable Asset Management, LLC 3Y 7Y 0.12% PFG Investments, LLC 0.06% Americana Partners, LLC 3Y 0.06% Csenge Advisory Group 3Y 7Y 0.04% BIP Wealth, LLC 0.04% Valmark Advisers, Inc. 3Y 7Y 0.02% Ameritas Advisory Services, LLC 3Y 0.01%
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