ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 127,788 Value ($000) $15,751 Avg Close — Range —
Q3 2025
Shares 112,685 Value ($000) $13,603 Avg Close — Range —
Q2 2025
Shares 106,080 Value ($000) $11,679 Avg Close — Range —
Q1 2025
Shares 14,485 Value ($000) $1,345 Avg Close — Range —
Q4 2024
Shares 17,583 Value ($000) $1,785 Avg Close — Range —
Q3 2024
Shares 9,696 Value ($000) $928 Avg Close — Range —
Q2 2024
Shares 9,554 Value ($000) $884 Avg Close — Range —
Q1 2024
Shares 10,799 Value ($000) $912 Avg Close — Range —
Q4 2023
Shares 10,336 Value ($000) $776 Avg Close — Range —
Q3 2023
Shares 10,624 Value ($000) $727 Avg Close — Range —
Q2 2023
Shares 10,482 Value ($000) $739 Avg Close — Range —
Q1 2023
Shares 9,455 Value ($000) $604 Avg Close — Range —
Q4 2022
Shares 118,711 Value ($000) $6,945 Avg Close — Range —
Q3 2022
Shares 113,495 Value ($000) $6,566 Avg Close — Range —
Q4 2021
Shares 9,884 Value ($000) $827 Avg Close — Range —
Q2 2021
Shares 9,884 Value ($000) $719 Avg Close — Range —
Q1 2021
Shares 9,884 Value ($000) $644 Avg Close — Range —
Q4 2020
Shares 9,884 Value ($000) $631 Avg Close — Range —
Q3 2020
Shares 2,471 Value ($000) $571 Avg Close — Range —