Planning Project LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Planning Project LLC’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$20.8M	Buy	+173,293	New	+$20.7M	5.23%	6

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planning Project LLC's IJR Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2025: 173,293 shares worth $20.8M. The stake represents 5.23% of the portfolio and ranks #6 among its holdings.

2,729 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Planning Project LLC held 173,293 shares of iShares Core S&P Small-Cap ETF worth $20.8M as of Q4 2025.
iShares Core S&P Small-Cap ETF was a new Planning Project LLC position in Q4 2025.
iShares Core S&P Small-Cap ETF made up 5.23% of Planning Project LLC's portfolio in Q4 2025, its #6 holding.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.