Plancorp LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Plancorp LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	11,144 -12,204	-52%	-$1.47M	0.03%	177
2026 Q1	$2.6M	Sell	23,348 -56	-0.2%	-$6.36K	0.07%	95
2025 Q4	$2.77M	Buy	23,404 +64	+0.3%	+$7.58K	0.08%	87
2025 Q3	$2.73M	Sell	23,340 -1,780	-7%	-$198K	0.09%	91
2025 Q2	$2.67M	Buy	25,120 +152	+0.6%	+$14.5K	0.09%	94
2025 Q1	$2.25M	Buy	24,968 +5,816	+30%	+$574K	0.09%	95
2024 Q4	$1.92M	Buy	19,152 +4	+0%	+$393	0.08%	91
2024 Q3	$1.8M	Buy	19,148 +4	+0%	+$363	0.07%	90
2024 Q2	$1.74M	Buy	19,144 +1,984	+12%	+$169K	0.08%	90
2024 Q1	$1.45M	Buy	17,160 +204	+1%	+$16.4K	0.06%	98
2023 Q4	$1.29M	Buy	16,956 +188	+1%	+$13.3K	0.06%	98
2023 Q3	$1.12M	Sell	16,768 -40	-0.2%	-$2.76K	0.06%	98
2023 Q2	$1.16M	Buy	16,808 +4	+0%	+$254	0.06%	96
2023 Q1	$1.03M	Buy	16,804 +4	+0%	+$230	0.06%	102
2022 Q4	$900K	Buy	16,800 +16	+0.1%	+$880	0.05%	104
2022 Q3	$883K	Hold	16,784	–	–	0.06%	99
2022 Q2	$918K	Sell	16,784 -928	-5%	-$55.7K	0.06%	100
2022 Q1	$1.23M	Buy	17,712 +5,008	+39%	+$342K	0.08%	90
2021 Q4	$971K	Buy	12,704 +8	+0.1%	+$593	0.06%	102
2021 Q3	$870K	Hold	12,696	–	–	0.06%	105
2021 Q2	$862K	Buy	12,696 +12	+0.1%	+$774	0.07%	96
2021 Q1	$771K	Buy	12,684 +400	+3%	+$24.3K	0.17%	91
2020 Q4	$741K	Hold	12,284	–	–	0.18%	89
2020 Q3	$666K	Buy	12,284 +2,344	+24%	+$123K	0.2%	82
2020 Q2	$477K	Buy	9,940 +704	+8%	+$31K	0.14%	104
2020 Q1	$348K	Sell	9,236 -2,316	-20%	-$99.8K	0.13%	113
2019 Q4	$508K	Hold	11,552	–	–	0.16%	108
2019 Q3	$461K	Buy	11,552 +292	+3%	+$11.7K	0.18%	99
2019 Q2	$443K	Hold	11,260	–	–	0.18%	101
2019 Q1	$426K	Sell	11,260 -2,224	-16%	-$79.9K	0.16%	106
2018 Q4	$441K	Hold	13,484	–	–	0.2%	90
2018 Q3	$526K	Hold	13,484	–	–	0.21%	94
2018 Q2	$485K	Hold	13,484	–	–	0.19%	98
2018 Q1	$460K	Buy	13,484 +668	+5%	+$23.4K	0.15%	93
2017 Q4	$432K	Hold	12,816	–	–	0.14%	104
2017 Q3	$400K	Sell	12,816 -336	-3%	-$10.3K	0.12%	103
2017 Q2	$391K	Sell	13,152 -752	-5%	-$22.1K	0.12%	104
2017 Q1	$396K	Buy	13,904 +1,684	+14%	+$46.7K	0.12%	110
2016 Q4	$320K	Buy	+12,220	New	+$317K	0.09%	121
2015 Q2	–	Sell	-9,700	Closed	-$240K	–	90
2015 Q1	$240K	Buy	+9,700	New	+$237K	0.24%	80

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC's IWF Position: Q2 2026 in Review

Plancorp LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 52% in Q2 2026, selling an estimated $1.47M and leaving 11,144 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #177.

Plancorp LLC first reported a position in IWF in Q1 2015 and has held it in 40 quarters since. The position peaked at $2.77M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Plancorp LLC held 11,144 shares of iShares Russell 1000 Growth ETF worth $1.36M as of Q2 2026.
Plancorp LLC sold 12,204 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.47M.
iShares Russell 1000 Growth ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #177 holding.
Plancorp LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 40 quarters since.
Plancorp LLC's iShares Russell 1000 Growth ETF position peaked at $2.77M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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