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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.95M	Sell	11,641 -861	-7%	-$292K	0.14%	62
2025 Q1	$3.83M	Buy	12,502 +1,829	+17%	+$561K	0.15%	58
2024 Q4	$3.44M	Sell	10,673 -288	-3%	-$92.8K	0.14%	57
2024 Q3	$3.45M	Sell	10,961 -1,514	-12%	-$476K	0.14%	55
2024 Q2	$3.71M	Sell	12,475 -972	-7%	-$289K	0.16%	51
2024 Q1	$3.87M	Buy	13,447 +1,355	+11%	+$390K	0.17%	44
2023 Q4	$3.17M	Buy	12,092 +1,296	+12%	+$340K	0.15%	51
2023 Q3	$2.54M	Hold	10,796	–	–	0.14%	60
2023 Q2	$2.63M	Sell	10,796 -480	-4%	-$117K	0.14%	52
2023 Q1	$2.54M	Hold	11,276	–	–	0.14%	54
2022 Q4	$2.37M	Buy	11,276 +1,025	+10%	+$216K	0.14%	57
2022 Q3	$2.02M	Sell	10,251 -686	-6%	-$135K	0.13%	58
2022 Q2	$2.27M	Buy	10,937 +915	+9%	+$190K	0.14%	56
2022 Q1	$2.51M	Hold	10,022	–	–	0.16%	54
2021 Q4	$2.65M	Hold	10,022	–	–	0.17%	52
2021 Q3	$2.42M	Hold	10,022	–	–	0.17%	51
2021 Q2	$2.43M	Hold	10,022	–	–	0.19%	49
2021 Q1	$2.24M	Hold	10,022	–	–	0.49%	46
2020 Q4	$2.12M	Hold	10,022	–	–	0.52%	41
2020 Q3	$1.88M	Hold	10,022	–	–	0.57%	37
2020 Q2	$1.72M	Hold	10,022	–	–	0.52%	44
2020 Q1	$1.42M	Hold	10,022	–	–	0.55%	41
2019 Q4	$1.79M	Hold	10,022	–	–	0.55%	40
2019 Q3	$1.65M	Hold	10,022	–	–	0.63%	33
2019 Q2	$1.63M	Hold	10,022	–	–	0.65%	34
2019 Q1	$1.58M	Hold	10,022	–	–	0.6%	38
2018 Q4	$1.39M	Hold	10,022	–	–	0.63%	39
2018 Q3	$1.62M	Hold	10,022	–	–	0.64%	37
2018 Q2	$1.52M	Hold	10,022	–	–	0.61%	38
2018 Q1	$1.47M	Hold	10,022	–	–	0.47%	37
2017 Q4	$1.49M	Hold	10,022	–	–	0.49%	39
2017 Q3	$1.4M	Hold	10,022	–	–	0.41%	39
2017 Q2	$1.36M	Sell	10,022 -3,964	-28%	-$536K	0.4%	43
2017 Q1	$1.84M	Hold	13,986	–	–	0.54%	34
2016 Q4	$1.74M	Buy	+13,986	New	+$1.74M	0.5%	33
2015 Q4	–	Sell	-15,106	Closed	-$1.62M	–	87
2015 Q3	$1.62M	Sell	15,106 -120	-0.8%	-$12.8K	1.47%	16
2015 Q2	$1.77M	Buy	+15,226	New	+$1.77M	1.64%	13
2015 Q1	–	Sell	-18,377	Closed	-$2.11M	–	103
2014 Q4	$2.11M	Buy	+18,377	New	+$2.11M	2.2%	9
2014 Q3	–	Sell	-18,377	Closed	-$2.02M	–	104
2014 Q2	$2.02M	Sell	18,377 -229	-1%	-$25.2K	1.82%	13
2014 Q1	$1.95M	Buy	18,606 +14,293	+331%	+$1.5M	1.32%	15
2013 Q4	$445K	Buy	+4,313	New	+$445K	0.39%	50