Plancorp LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $556K | Buy |
5,064
+678
| +15% | +$71.3K | 0.01% | 235 |
|
|
2026
Q1 | $441K | Hold |
4,386
| – | – | 0.01% | 245 |
|
|
2025
Q4 | $422K | Hold |
4,386
| – | – | 0.01% | 239 |
|
|
2025
Q3 | $423K | Sell |
4,386
-445
| -9% | -$42.2K | 0.01% | 245 |
|
|
2025
Q2 | $444K | Sell |
4,831
-4
| -0.1% | -$346 | 0.02% | 239 |
|
|
2025
Q1 | $411K | Buy |
4,835
+18
| +0.4% | +$1.6K | 0.02% | 233 |
|
|
2024
Q4 | $426K | Hold |
4,817
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $425K | Hold |
4,817
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $391K | Hold |
4,817
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $405K | Sell |
4,817
-455
| -9% | -$36.1K | 0.02% | 203 |
|
|
2023
Q4 | $410K | Buy |
5,272
+900
| +21% | +$63.9K | 0.02% | 186 |
|
|
2023
Q3 | $303K | Hold |
4,372
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $319K | Hold |
4,372
| – | – | 0.02% | 190 |
|
|
2023
Q1 | $306K | Hold |
4,372
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $295K | Sell |
4,372
-12
| -0.3% | -$809 | 0.02% | 190 |
|
|
2022
Q3 | $272K | Sell |
4,384
-28
| -0.6% | -$1.93K | 0.02% | 188 |
|
|
2022
Q2 | $285K | Hold |
4,412
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $344K | Buy |
4,412
+744
| +20% | +$57.3K | 0.02% | 175 |
|
|
2021
Q4 | $304K | Hold |
3,668
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $287K | Hold |
3,668
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $291K | Buy |
3,668
+28
| +0.8% | +$2.17K | 0.02% | 178 |
|
|
2021
Q1 | $269K | Hold |
3,640
| – | – | 0.06% | 175 |
|
|
2020
Q4 | $250K | Sell |
3,640
-208
| -5% | -$13.2K | 0.06% | 176 |
|
|
2020
Q3 | $221K | Hold |
3,848
| – | – | 0.07% | 166 |
|
|
2020
Q2 | $206K | Buy |
+3,848
| New | +$193K | 0.06% | 169 |
|
|
2020
Q1 | – | Sell |
-3,825
| Closed | -$228K | – | 178 |
|
|
2019
Q4 | $228K | Hold |
3,825
| – | – | 0.07% | 178 |
|
|
2019
Q3 | $214K | Hold |
3,825
| – | – | 0.08% | 164 |
|
|
2019
Q2 | $214K | Buy |
+3,825
| New | +$210K | 0.08% | 162 |
|
|
2018
Q4 | – | Sell |
-3,688
| Closed | -$203K | – | 166 |
|
|
2018
Q3 | $203K | Buy |
+3,688
| New | +$202K | 0.08% | 167 |
|
|
2018
Q1 | – | Sell |
-3,888
| Closed | -$201K | – | 164 |
|
|
2017
Q4 | $201K | Buy |
+3,888
| New | +$197K | 0.07% | 167 |
|
Other funds holding IWR
Plancorp LLC's IWR Position: Q2 2026 in Review
Plancorp LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, buying an estimated $71.3K and bringing the position to 5,064 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #235.
Plancorp LLC first reported a position in IWR in Q4 2017 and has held it in 30 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Plancorp LLC held 5,064 shares of iShares Russell Mid-Cap ETF worth $556K as of Q2 2026.
- Plancorp LLC bought 678 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $71.3K.
- iShares Russell Mid-Cap ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #235 holding.
- Plancorp LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 30 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.