Plancorp LLC’s iShares US Technology ETF IYW Stock Holding History

Plancorp LLC’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	+5,142	New	+$1.18M	0.03%	182

Other funds holding IYW

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Mendel Capital Management Little Rock, Arkansas $222M AUM

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Plancorp LLC's IYW Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 5,142 shares worth $1.26M. The stake represents 0.03% of the portfolio and ranks #182 among its holdings.

392 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Plancorp LLC held 5,142 shares of iShares US Technology ETF worth $1.26M as of Q2 2026.
iShares US Technology ETF was a new Plancorp LLC position in Q2 2026.
iShares US Technology ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #182 holding.
392 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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