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Plancorp LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Plancorp LLC’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,632
Closed -$362K – 435
2026
Q1 		$362K Hold
1,632
– – 0.01% 263
2025
Q4 		$343K Hold
1,632
– – 0.01% 261
2025
Q3 		$332K Sell
1,632
-1,186
-42% -$236K 0.01% 279
2025
Q2 		$547K Sell
2,818
-25
-0.9% -$4.63K 0.02% 213
2025
Q1 		$535K Buy
2,843
+25
+0.9% +$4.76K 0.02% 202
2024
Q4 		$522K Hold
2,818
– – 0.02% 192
2024
Q3 		$535K Hold
2,818
– – 0.02% 186
2024
Q2 		$492K Hold
2,818
– – 0.02% 186
2024
Q1 		$505K Sell
2,818
-32
-1% -$5.42K 0.02% 180
2023
Q4 		$471K Buy
2,850
+100
+4% +$15.4K 0.02% 170
2023
Q3 		$418K Hold
2,750
– – 0.02% 168
2023
Q2 		$434K Hold
2,750
– – 0.02% 160
2023
Q1 		$419K Hold
2,750
– – 0.02% 168
2022
Q4 		$417K Hold
2,750
– – 0.02% 163
2022
Q3 		$374K Hold
2,750
– – 0.02% 161
2022
Q2 		$399K Sell
2,750
-715
-21% -$112K 0.03% 160
2022
Q1 		$575K Buy
3,465
+2,112
+156% +$347K 0.04% 141
2021
Q4 		$227K Buy
+1,353
New +$222K 0.01% 224
2020
Q1 		– Sell
-3,694
Closed -$504K – 176
2019
Q4 		$504K Sell
3,694
-150
-4% -$19.8K 0.15% 109
2019
Q3 		$493K Hold
3,844
– – 0.19% 90
2019
Q2 		$489K Hold
3,844
– – 0.19% 91
2019
Q1 		$475K Buy
3,844
+417
+12% +$50.1K 0.18% 99
2018
Q4 		$381K Sell
3,427
-156
-4% -$18.7K 0.17% 101
2018
Q3 		$454K Buy
+3,583
New +$450K 0.18% 102

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Plancorp LLC's IWD Position: Q2 2026 in Review

Plancorp LLC sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,632 shares — an estimated $362K sold.

Plancorp LLC first reported a position in IWD in Q3 2018 and held it in 24 quarters. The position peaked at $575K in Q1 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Plancorp LLC reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Plancorp LLC sold 1,632 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $362K.
  • Plancorp LLC first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and held it in 24 quarters.
  • Plancorp LLC's iShares Russell 1000 Value ETF position peaked at $575K in Q1 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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