Ownership history in Planned Solutions, Inc. · 18 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in ISHARES S&P 500 GROWTH ETF (IVW). 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 | 127,788 | +15,103 | +13.4% | 5.05% | $15.8M | $123.15 |
| 2025 Q3 | ADDED | 112,685 | +6,605 | +6.2% | 4.68% | $13.6M | $120.49 |
| 2025 Q2 | ADDED | 106,080 | +91,595 | +632.3% | 4.44% | $11.7M | $109.76 |
| 2025 Q1 | REDUCED | 14,485 | -3,098 | -17.6% | 0.54% | $1.3M | $92.44 |
| 2024 Q4 | ADDED | 17,583 | +7,887 | +81.3% | 0.72% | $1.8M | $100.99 |
| 2024 Q3 | ADDED | 9,696 | +142 | +1.5% | 0.37% | $928K | $95.12 |
| 2024 Q2 | REDUCED | 9,554 | -1,245 | -11.5% | 0.43% | $884K | $91.79 |
| 2024 Q1 | ADDED | 10,799 | +175 | +1.6% | 0.45% | $912K | $83.69 |
| 2023 Q4 | ADDED | 10,624 | +142 | +1.4% | 0.44% | $727K | $74.36 |
| 2023 Q2 | ADDED | 10,482 | +1,027 | +10.9% | 0.44% | $739K | $69.36 |
As of 2025 Q4 — sorted by position size