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

Plancorp LLC’s Portfolio IWR Stock Details IWR Fund Activity

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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. 497 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.
497 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.