iShares S&P 500 Growth Index shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 113k | 120.72 |
| 2025-06-30 | $12M | 106k | 110.10 |
| 2025-03-31 | $1.3M | 15k | 92.83 |
| 2024-12-31 | $1.8M | 18k | 101.53 |
| 2024-09-30 | $928k | 9.7k | 95.75 |
| 2024-06-30 | $884k | 9.6k | 92.54 |
| 2024-03-31 | $912k | 11k | 84.44 |
| 2023-12-31 | $776k | 10k | 75.10 |
| 2023-09-30 | $727k | 11k | 68.42 |
| 2023-06-30 | $739k | 11k | 70.48 |
| 2023-03-31 | $604k | 9.5k | 63.89 |
| 2022-12-31 | $6.9M | 119k | 58.50 |
| 2022-09-30 | $6.6M | 114k | 57.85 |
| 2021-12-31 | $827k | 9.9k | 83.67 |
| 2021-06-30 | $719k | 9.9k | 72.74 |
| 2021-03-31 | $644k | 9.9k | 65.16 |
| 2020-12-31 | $631k | 9.9k | 63.84 |
| 2020-09-30 | $571k | 2.5k | 231.08 |