PL
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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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 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. 250 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.
  • 250 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.