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Plancorp LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Plancorp LLC’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Sell
1,710
-4,305
-72% -$593K 0.01% 371
2026
Q1 		$784K Buy
6,015
+134
+2% +$18.1K 0.02% 177
2025
Q4 		$805K Hold
5,881
– – 0.02% 166
2025
Q3 		$838K Sell
5,881
-928
-14% -$131K 0.03% 167
2025
Q2 		$944K Buy
6,809
+2,047
+43% +$259K 0.03% 155
2025
Q1 		$559K Buy
4,762
+2,942
+162% +$378K 0.02% 194
2024
Q4 		$231K Sell
1,820
-102
-5% -$13K 0.01% 289
2024
Q3 		$225K Buy
1,922
+76
+4% +$8.5K 0.01% 283
2024
Q2 		$204K Hold
1,846
– – 0.01% 284
2024
Q1 		$211K Buy
+1,846
New +$200K 0.01% 280
2021
Q3 		– Sell
-2,323
Closed -$263K – 240
2021
Q2 		$263K Hold
2,323
– – 0.02% 189
2021
Q1 		$237K Buy
2,323
+104
+5% +$10.9K 0.05% 187
2020
Q4 		$228K Buy
+2,219
New +$211K 0.06% 185

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Plancorp LLC's IWP Position: Q2 2026 in Review

Plancorp LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 72% in Q2 2026, selling an estimated $593K and leaving 1,710 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #371.

Plancorp LLC first reported a position in IWP in Q4 2020 and has held it in 13 quarters since. The position peaked at $944K in Q2 2025. 372 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Plancorp LLC held 1,710 shares of iShares Russell Mid-Cap Growth ETF worth $241K as of Q2 2026.
  • Plancorp LLC sold 4,305 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $593K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #371 holding.
  • Plancorp LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
  • Plancorp LLC's iShares Russell Mid-Cap Growth ETF position peaked at $944K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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