Plancorp LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Plancorp LLC’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.14M	Sell
2025 Q2	$3.95M	Sell
2025 Q1	$3.83M	Buy
2024 Q4	$3.44M	Sell
2024 Q3	$3.45M	Sell
2024 Q2	$3.71M	Sell
2024 Q1	$3.87M	Buy
2023 Q4	$3.17M	Buy
2023 Q3	$2.54M	Hold
2023 Q2	$2.63M	Sell
2023 Q1	$2.54M	Hold
2022 Q4	$2.37M	Buy
2022 Q3	$2.02M	Sell
2022 Q2	$2.27M	Buy
2022 Q1	$2.51M	Hold
2021 Q4	$2.65M	Hold
2021 Q3	$2.42M	Hold
2021 Q2	$2.43M	Hold
2021 Q1	$2.24M	Hold
2020 Q4	$2.12M	Hold
2020 Q3	$1.88M	Hold
2020 Q2	$1.72M	Hold
2020 Q1	$1.42M	Hold
2019 Q4	$1.79M	Hold
2019 Q3	$1.65M	Hold
2019 Q2	$1.63M	Hold
2019 Q1	$1.58M	Hold
2018 Q4	$1.39M	Hold
2018 Q3	$1.62M	Hold
2018 Q2	$1.52M	Hold
2018 Q1	$1.47M	Hold
2017 Q4	$1.49M	Hold
2017 Q3	$1.4M	Hold
2017 Q2	$1.35M	Sell
2017 Q1	$1.84M	Hold
2016 Q4	$1.74M	Buy
2015 Q4	–	Sell
2015 Q3	$1.62M	Sell
2015 Q2	$1.77M	Buy
2015 Q1	–	Sell
2014 Q4	$2.11M	Buy
2014 Q3	–	Sell
2014 Q2	$2.02M	Sell
2014 Q1	$1.95M	Buy
2013 Q4	$445K	Buy