Planning Project LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.2K	Buy	+125	New	+$14K	﹤0.01%	96

Other funds holding IJS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Planning Project LLC opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025: 125 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #96 among its holdings.

839 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Planning Project LLC held 125 shares of iShares S&P Small-Cap 600 Value ETF worth $14.2K as of Q4 2025.
iShares S&P Small-Cap 600 Value ETF was a new Planning Project LLC position in Q4 2025.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #96 holding.
839 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

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