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
2026 Q2	$5.28M	Buy	12,870 +2,682	+26%	+$1.06M	0.13%	71
2026 Q1	$3.79M	Sell	10,188 -41	-0.4%	-$15.3K	0.11%	73
2025 Q4	$3.82M	Sell	10,229 -1,091	-10%	-$404K	0.12%	71
2025 Q3	$4.14M	Sell	11,320 -321	-3%	-$113K	0.13%	65
2025 Q2	$3.95M	Sell	11,641 -861	-7%	-$270K	0.14%	62
2025 Q1	$3.83M	Buy	12,502 +1,829	+17%	+$591K	0.15%	58
2024 Q4	$3.44M	Sell	10,673 -288	-3%	-$93.3K	0.14%	57
2024 Q3	$3.45M	Sell	10,961 -1,514	-12%	-$459K	0.14%	55
2024 Q2	$3.71M	Sell	12,475 -972	-7%	-$279K	0.16%	51
2024 Q1	$3.87M	Buy	13,447 +1,355	+11%	+$371K	0.17%	44
2023 Q4	$3.17M	Buy	12,092 +1,296	+12%	+$317K	0.15%	51
2023 Q3	$2.54M	Hold	10,796	–	–	0.14%	60
2023 Q2	$2.63M	Sell	10,796 -480	-4%	-$111K	0.14%	52
2023 Q1	$2.54M	Hold	11,276	–	–	0.14%	54
2022 Q4	$2.37M	Buy	11,276 +1,025	+10%	+$217K	0.14%	57
2022 Q3	$2.02M	Sell	10,251 -686	-6%	-$150K	0.13%	58
2022 Q2	$2.27M	Buy	10,937 +915	+9%	+$207K	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%	45
2020 Q1	$1.42M	Hold	10,022	–	–	0.55%	42
2019 Q4	$1.79M	Hold	10,022	–	–	0.55%	40
2019 Q3	$1.65M	Hold	10,022	–	–	0.63%	34
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%	40
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	$1.35M	Sell	10,022 -3,964	-28%	-$529K	0.4%	43
2017 Q1	$1.84M	Hold	13,986	–	–	0.54%	34
2016 Q4	$1.74M	Buy	+13,986	New	+$1.7M	0.5%	33
2015 Q4	–	Sell	-15,106	Closed	-$1.62M	–	88
2015 Q3	$1.62M	Sell	15,106 -120	-0.8%	-$13.6K	1.47%	16
2015 Q2	$1.77M	Buy	+15,226	New	+$1.8M	1.64%	13
2015 Q1	–	Sell	-18,377	Closed	-$2.11M	–	103
2014 Q4	$2.11M	Buy	+18,377	New	+$2.06M	2.2%	9
2014 Q3	–	Sell	-18,377	Closed	-$2.02M	–	104
2014 Q2	$2.02M	Sell	18,377 -229	-1%	-$24.4K	1.82%	13
2014 Q1	$1.95M	Buy	18,606 +14,293	+331%	+$1.47M	1.32%	15
2013 Q4	$445K	Buy	+4,313	New	+$427K	0.39%	50

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Plancorp LLC's IWB Position: Q2 2026 in Review

Plancorp LLC increased its iShares Russell 1000 ETF (IWB) stake by 26% in Q2 2026, buying an estimated $1.06M and bringing the position to 12,870 shares worth $5.28M. The position accounts for 0.13% of the portfolio, ranked #71.

Plancorp LLC first reported a position in IWB in Q4 2013 and has held it in 45 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Plancorp LLC held 12,870 shares of iShares Russell 1000 ETF worth $5.28M as of Q2 2026.
Plancorp LLC bought 2,682 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.06M.
iShares Russell 1000 ETF made up 0.13% of Plancorp LLC's portfolio in Q2 2026, its #71 holding.
Plancorp LLC first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 45 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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