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Plancorp LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Plancorp LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Sell
651
-26
-4% -$9.49K 0.01% 363
2026
Q1 		$225K Hold
677
– – 0.01% 340
2025
Q4 		$219K Hold
677
– – 0.01% 337
2025
Q3 		$217K Sell
677
-1,276
-65% -$385K 0.01% 348
2025
Q2 		$558K Sell
1,953
-3
-0.2% -$790 0.02% 210
2025
Q1 		$500K Sell
1,956
-77
-4% -$21.7K 0.02% 207
2024
Q4 		$585K Buy
2,033
+77
+4% +$22.8K 0.02% 174
2024
Q3 		$556K Sell
1,956
-14
-0.7% -$3.83K 0.02% 177
2024
Q2 		$517K Hold
1,970
– – 0.02% 177
2024
Q1 		$534K Sell
1,970
-151
-7% -$38.6K 0.02% 171
2023
Q4 		$535K Hold
2,121
– – 0.03% 154
2023
Q3 		$475K Buy
+2,121
New +$508K 0.03% 154

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Plancorp LLC's IWO Position: Q2 2026 in Review

Plancorp LLC reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q2 2026, selling an estimated $9.49K and leaving 651 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #363.

Plancorp LLC first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. The position peaked at $585K in Q4 2024. 301 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Plancorp LLC held 651 shares of iShares Russell 2000 Growth ETF worth $247K as of Q2 2026.
  • Plancorp LLC sold 26 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.49K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #363 holding.
  • Plancorp LLC first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Plancorp LLC's iShares Russell 2000 Growth ETF position peaked at $585K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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