Plancorp LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.61M | Buy |
3,467
+574
| +20% | +$418K | 0.06% | 118 |
|
|
2026
Q1 | $1.97M | Buy |
2,893
+27
| +0.9% | +$18.4K | 0.06% | 112 |
|
|
2025
Q4 | $1.96M | Buy |
2,866
+28
| +1% | +$19K | 0.06% | 110 |
|
|
2025
Q3 | $1.9M | Sell |
2,838
-1,782
| -39% | -$1.15M | 0.06% | 114 |
|
|
2025
Q2 | $2.87M | Sell |
4,620
-52
| -1% | -$29.9K | 0.1% | 86 |
|
|
2025
Q1 | $2.63M | Buy |
4,672
+170
| +4% | +$100K | 0.1% | 84 |
|
|
2024
Q4 | $2.65M | Sell |
4,502
-104
| -2% | -$61.6K | 0.11% | 68 |
|
|
2024
Q3 | $2.66M | Buy |
4,606
+106
| +2% | +$58.9K | 0.11% | 68 |
|
|
2024
Q2 | $2.46M | Buy |
4,500
+666
| +17% | +$350K | 0.11% | 70 |
|
|
2024
Q1 | $2.02M | Buy |
3,834
+191
| +5% | +$95.6K | 0.09% | 86 |
|
|
2023
Q4 | $1.74M | Buy |
3,643
+64
| +2% | +$28.6K | 0.08% | 87 |
|
|
2023
Q3 | $1.54M | Hold |
3,579
| – | – | 0.08% | 87 |
|
|
2023
Q2 | $1.59M | Buy |
3,579
+295
| +9% | +$124K | 0.09% | 82 |
|
|
2023
Q1 | $1.35M | Sell |
3,284
-848
| -21% | -$340K | 0.08% | 91 |
|
|
2022
Q4 | $1.59M | Buy |
4,132
+1,287
| +45% | +$497K | 0.09% | 76 |
|
|
2022
Q3 | $1.02M | Sell |
2,845
-183
| -6% | -$73.1K | 0.07% | 89 |
|
|
2022
Q2 | $1.15M | Sell |
3,028
-50
| -2% | -$20.6K | 0.07% | 92 |
|
|
2022
Q1 | $1.4M | Buy |
3,078
+56
| +2% | +$25K | 0.09% | 85 |
|
|
2021
Q4 | $1.44M | Buy |
3,022
+568
| +23% | +$262K | 0.09% | 79 |
|
|
2021
Q3 | $1.06M | Sell |
2,454
-42
| -2% | -$18.6K | 0.07% | 89 |
|
|
2021
Q2 | $1.07M | Buy |
2,496
+46
| +2% | +$19.3K | 0.08% | 83 |
|
|
2021
Q1 | $975K | Sell |
2,450
-26
| -1% | -$10.1K | 0.21% | 83 |
|
|
2020
Q4 | $929K | Buy |
2,476
+386
| +18% | +$137K | 0.23% | 79 |
|
|
2020
Q3 | $702K | Sell |
2,090
-1,917
| -48% | -$638K | 0.21% | 78 |
|
|
2020
Q2 | $1.24M | Buy |
4,007
+1,220
| +44% | +$358K | 0.37% | 51 |
|
|
2020
Q1 | $720K | Sell |
2,787
-5,143
| -65% | -$1.58M | 0.28% | 65 |
|
|
2019
Q4 | $2.56M | Buy |
7,930
+353
| +5% | +$109K | 0.79% | 31 |
|
|
2019
Q3 | $2.26M | Hold |
7,577
| – | – | 0.86% | 27 |
|
|
2019
Q2 | $2.23M | Sell |
7,577
-67
| -0.9% | -$19.4K | 0.88% | 25 |
|
|
2019
Q1 | $2.17M | Sell |
7,644
-550
| -7% | -$150K | 0.82% | 28 |
|
|
2018
Q4 | $2.06M | Buy |
8,194
+673
| +9% | +$183K | 0.94% | 22 |
|
|
2018
Q3 | $2.2M | Buy |
7,521
+993
| +15% | +$285K | 0.87% | 25 |
|
|
2018
Q2 | $1.78M | Hold |
6,528
| – | – | 0.71% | 31 |
|
|
2018
Q1 | $1.73M | Sell |
6,528
-72
| -1% | -$19.8K | 0.55% | 32 |
|
|
2017
Q4 | $1.77M | Sell |
6,600
-34
| -0.5% | -$8.9K | 0.58% | 34 |
|
|
2017
Q3 | $1.68M | Buy |
6,634
+739
| +13% | +$184K | 0.5% | 36 |
|
|
2017
Q2 | $1.43M | Sell |
5,895
-956
| -14% | -$231K | 0.43% | 39 |
|
|
2017
Q1 | $1.63M | Sell |
6,851
-60
| -0.9% | -$14K | 0.47% | 38 |
|
|
2016
Q4 | $1.55M | Buy |
+6,911
| New | +$1.52M | 0.44% | 36 |
|
|
2016
Q1 | – | Sell |
-3,965
| Closed | -$812K | – | 62 |
|
|
2015
Q4 | $812K | Hold |
3,965
| – | – | 0.97% | 25 |
|
|
2015
Q3 | $764K | Hold |
3,965
| – | – | 0.69% | 34 |
|
|
2015
Q2 | $822K | Buy |
+3,965
| New | +$839K | 0.76% | 22 |
|
|
2014
Q4 | – | Sell |
-2,514
| Closed | -$500K | – | 82 |
|
|
2014
Q3 | $500K | Buy |
+2,514
| New | +$500K | 0.53% | 45 |
|
|
2014
Q2 | – | Sell |
-5,163
| Closed | -$962K | – | 90 |
|
|
2014
Q1 | $962K | Buy |
5,163
+2,963
| +135% | +$547K | 0.65% | 33 |
|
|
2013
Q4 | $408K | Buy |
+2,200
| New | +$392K | 0.36% | 58 |
|
Other funds holding IVV
CM
Plancorp LLC's IVV Position: Q2 2026 in Review
Plancorp LLC increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $418K and bringing the position to 3,467 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #118.
Plancorp LLC first reported a position in IVV in Q4 2013 and has held it in 45 quarters since. The position peaked at $2.87M in Q2 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Plancorp LLC held 3,467 shares of iShares Core S&P 500 ETF worth $2.61M as of Q2 2026.
- Plancorp LLC bought 574 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $418K.
- iShares Core S&P 500 ETF made up 0.06% of Plancorp LLC's portfolio in Q2 2026, its #118 holding.
- Plancorp LLC first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 45 quarters since.
- Plancorp LLC's iShares Core S&P 500 ETF position peaked at $2.87M in Q2 2025.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.