Plancorp LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Plancorp LLC’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$506K	Hold	1,187	–	–	0.01%	255
2026 Q1	$459K	Hold	1,187	–	–	0.01%	240
2025 Q4	$459K	Hold	1,187	–	–	0.01%	225
2025 Q3	$450K	Hold	1,187	–	–	0.01%	238
2025 Q2	$417K	Buy	1,187 +145	+14%	+$47.1K	0.01%	253
2025 Q1	$331K	Hold	1,042	–	–	0.01%	267
2024 Q4	$348K	Hold	1,042	–	–	0.01%	231
2024 Q3	$340K	Hold	1,042	–	–	0.01%	231
2024 Q2	$322K	Hold	1,042	–	–	0.01%	223
2024 Q1	$313K	Sell	1,042 -44	-4%	-$12.6K	0.01%	226
2023 Q4	$297K	Sell	1,086 -58	-5%	-$14.8K	0.01%	216
2023 Q3	$280K	Hold	1,144	–	–	0.02%	208
2023 Q2	$291K	Hold	1,144	–	–	0.02%	200
2023 Q1	$269K	Hold	1,144	–	–	0.02%	212
2022 Q4	$252K	Hold	1,144	–	–	0.01%	208
2022 Q3	$237K	Hold	1,144	–	–	0.02%	205
2022 Q2	$249K	Hold	1,144	–	–	0.02%	204
2022 Q1	$300K	Hold	1,144	–	–	0.02%	192
2021 Q4	$317K	Hold	1,144	–	–	0.02%	193
2021 Q3	$292K	Hold	1,144	–	–	0.02%	187
2021 Q2	$293K	Sell	1,144 -137	-11%	-$34.2K	0.02%	177
2021 Q1	$304K	Hold	1,281	–	–	0.07%	158
2020 Q4	$286K	Hold	1,281	–	–	0.07%	160
2020 Q3	$251K	Hold	1,281	–	–	0.08%	155
2020 Q2	$231K	Buy	+1,281	New	+$217K	0.07%	155
2015 Q2	–	Sell	-2,809	Closed	-$348K	–	92
2015 Q1	$348K	Buy	+2,809	New	+$346K	0.35%	66

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plancorp LLC's IWV Position: Q2 2026 in Review

Plancorp LLC held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,187 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #255.

Plancorp LLC first reported a position in IWV in Q1 2015 and has held it in 26 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Plancorp LLC held 1,187 shares of iShares Russell 3000 ETF worth $506K as of Q2 2026.
Plancorp LLC left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #255 holding.
Plancorp LLC first reported a position in iShares Russell 3000 ETF in Q1 2015 and has held it in 26 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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