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

Plancorp LLC’s Portfolio IWP Stock Details IWP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$838K	Sell
2025 Q2	$944K	Buy
2025 Q1	$559K	Buy
2024 Q4	$231K	Sell
2024 Q3	$225K	Buy
2024 Q2	$204K	Hold
2024 Q1	$211K	Buy
2021 Q3	–	Sell
2021 Q2	$263K	Hold
2021 Q1	$237K	Buy
2020 Q4	$228K	Buy