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Plancorp LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Plancorp LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
154,385
+148,696
+2,614% +$19.6M 0.51% 25
2026
Q1 		$687K Hold
5,689
– – 0.02% 188
2025
Q4 		$701K Hold
5,689
– – 0.02% 183
2025
Q3 		$687K Sell
5,689
-794
-12% -$91.3K 0.02% 189
2025
Q2 		$714K Hold
6,483
– – 0.02% 183
2025
Q1 		$602K Hold
6,483
– – 0.02% 182
2024
Q4 		$658K Hold
6,483
– – 0.03% 161
2024
Q3 		$621K Sell
6,483
-104
-2% -$9.6K 0.03% 165
2024
Q2 		$610K Buy
6,587
+181
+3% +$15.6K 0.03% 157
2024
Q1 		$541K Hold
6,406
– – 0.02% 170
2023
Q4 		$481K Hold
6,406
– – 0.02% 164
2023
Q3 		$438K Buy
6,406
+794
+14% +$56.2K 0.02% 161
2023
Q2 		$396K Hold
5,612
– – 0.02% 168
2023
Q1 		$359K Hold
5,612
– – 0.02% 177
2022
Q4 		$328K Sell
5,612
-66
-1% -$3.96K 0.02% 180
2022
Q3 		$328K Buy
5,678
+848
+18% +$55.1K 0.02% 170
2022
Q2 		$291K Hold
4,830
– – 0.02% 183
2022
Q1 		$369K Hold
4,830
– – 0.02% 169
2021
Q4 		$404K Hold
4,830
– – 0.03% 164
2021
Q3 		$357K Buy
4,830
+1
+0% +$76 0.02% 166
2021
Q2 		$351K Hold
4,829
– – 0.03% 158
2021
Q1 		$314K Sell
4,829
-16
-0.3% -$1.03K 0.07% 156
2020
Q4 		$309K Buy
4,845
+81
+2% +$4.91K 0.08% 156
2020
Q3 		$275K Sell
4,764
-64
-1% -$3.62K 0.08% 142
2020
Q2 		$250K Buy
+4,828
New +$231K 0.08% 148
2020
Q1 		– Sell
-4,828
Closed -$234K – 175
2019
Q4 		$234K Hold
4,828
– – 0.07% 176
2019
Q3 		$217K Hold
4,828
– – 0.08% 163
2019
Q2 		$216K Hold
4,828
– – 0.09% 160
2019
Q1 		$208K Buy
+4,828
New +$198K 0.08% 169
2018
Q4 		– Sell
-4,764
Closed -$211K – 165
2018
Q3 		$211K Buy
+4,764
New +$205K 0.08% 164

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Plancorp LLC's IVW Position: Q2 2026 in Review

Plancorp LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 2,614% in Q2 2026, buying an estimated $19.6M and bringing the position to 154,385 shares worth $21.1M. The position accounts for 0.51% of the portfolio, ranked #25.

Plancorp LLC first reported a position in IVW in Q3 2018 and has held it in 30 quarters since. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Plancorp LLC held 154,385 shares of iShares S&P 500 Growth ETF worth $21.1M as of Q2 2026.
  • Plancorp LLC bought 148,696 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.6M.
  • iShares S&P 500 Growth ETF made up 0.51% of Plancorp LLC's portfolio in Q2 2026, its #25 holding.
  • Plancorp LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 30 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.