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Plancorp LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Plancorp LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Buy
11,721
+6,680
+133% +$1.88M 0.08% 101
2026
Q1 		$1.32M Buy
5,041
+193
+4% +$49.8K 0.04% 140
2025
Q4 		$1.19M Sell
4,848
-52
-1% -$12.8K 0.04% 140
2025
Q3 		$1.19M Sell
4,900
-97
-2% -$22.3K 0.04% 145
2025
Q2 		$1.08M Sell
4,997
-62
-1% -$12.5K 0.04% 147
2025
Q1 		$1.01M Buy
5,059
+2,437
+93% +$529K 0.04% 148
2024
Q4 		$579K Buy
2,622
+130
+5% +$29.6K 0.02% 177
2024
Q3 		$550K Buy
2,492
+91
+4% +$19.5K 0.02% 182
2024
Q2 		$487K Buy
2,401
+83
+4% +$16.8K 0.02% 187
2024
Q1 		$487K Buy
2,318
+5
+0.2% +$997 0.02% 183
2023
Q4 		$464K Buy
2,313
+665
+40% +$119K 0.02% 173
2023
Q3 		$291K Sell
1,648
-1,688
-51% -$317K 0.02% 202
2023
Q2 		$625K Hold
3,336
– – 0.03% 136
2023
Q1 		$595K Hold
3,336
– – 0.03% 143
2022
Q4 		$582K Sell
3,336
-270
-7% -$48K 0.03% 136
2022
Q3 		$595K Sell
3,606
-18
-0.5% -$3.28K 0.04% 131
2022
Q2 		$614K Buy
3,624
+184
+5% +$33.9K 0.04% 136
2022
Q1 		$706K Hold
3,440
– – 0.05% 125
2021
Q4 		$765K Hold
3,440
– – 0.05% 116
2021
Q3 		$753K Sell
3,440
-157
-4% -$34.8K 0.05% 112
2021
Q2 		$825K Hold
3,597
– – 0.06% 98
2021
Q1 		$795K Hold
3,597
– – 0.18% 88
2020
Q4 		$705K Buy
3,597
+161
+5% +$28.2K 0.17% 91
2020
Q3 		$515K Sell
3,436
-340
-9% -$51.1K 0.16% 102
2020
Q2 		$541K Sell
3,776
-148
-4% -$19.4K 0.16% 96
2020
Q1 		$449K Sell
3,924
-879
-18% -$131K 0.17% 94
2019
Q4 		$796K Sell
4,803
-13
-0.3% -$2.06K 0.24% 76
2019
Q3 		$729K Buy
4,816
+26
+0.5% +$3.97K 0.28% 67
2019
Q2 		$745K Hold
4,790
– – 0.3% 65
2019
Q1 		$733K Buy
4,790
+120
+3% +$18K 0.28% 71
2018
Q4 		$625K Hold
4,670
– – 0.28% 73
2018
Q3 		$787K Buy
4,670
+637
+16% +$108K 0.31% 75
2018
Q2 		$660K Hold
4,033
– – 0.26% 82
2018
Q1 		$611K Buy
4,033
+1,896
+89% +$293K 0.2% 82
2017
Q4 		$326K Hold
2,137
– – 0.11% 124
2017
Q3 		$317K Buy
2,137
+100
+5% +$14.1K 0.09% 120
2017
Q2 		$288K Sell
2,037
-3,697
-64% -$512K 0.09% 129
2017
Q1 		$789K Hold
5,734
– – 0.23% 63
2016
Q4 		$774K Buy
+5,734
New +$733K 0.22% 64
2016
Q1 		– Sell
-2,081
Closed -$234K – 63
2015
Q4 		$234K Hold
2,081
– – 0.28% 68
2015
Q3 		$227K Sell
2,081
-1,616
-44% -$192K 0.21% 86
2015
Q2 		$462K Hold
3,697
– – 0.43% 43
2015
Q1 		$460K Buy
3,697
+1,616
+78% +$195K 0.46% 53
2014
Q4 		$249K Sell
2,081
-2,956
-59% -$338K 0.26% 56
2014
Q3 		$552K Buy
5,037
+2,956
+142% +$338K 0.58% 38
2014
Q2 		$247K Sell
2,081
-4,306
-67% -$489K 0.22% 64
2014
Q1 		$730K Buy
6,387
+1,350
+27% +$156K 0.5% 39
2013
Q4 		$581K Buy
+5,037
New +$556K 0.51% 40

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Plancorp LLC's IWM Position: Q2 2026 in Review

Plancorp LLC increased its iShares Russell 2000 ETF (IWM) stake by 133% in Q2 2026, buying an estimated $1.88M and bringing the position to 11,721 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #101.

Plancorp LLC first reported a position in IWM in Q4 2013 and has held it in 48 quarters since. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Plancorp LLC held 11,721 shares of iShares Russell 2000 ETF worth $3.44M as of Q2 2026.
  • Plancorp LLC bought 6,680 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.88M.
  • iShares Russell 2000 ETF made up 0.08% of Plancorp LLC's portfolio in Q2 2026, its #101 holding.
  • Plancorp LLC first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 48 quarters since.
  • 828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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