Planning Project LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$15.5K	Buy	+92	New	+$15.3K	﹤0.01%	94

Other funds holding IUSG

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

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

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

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

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

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

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

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

Planning Project LLC opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2025: 92 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #94 among its holdings.

879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Planning Project LLC held 92 shares of iShares Core S&P US Growth ETF worth $15.5K as of Q4 2025.
iShares Core S&P US Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares Core S&P US Growth ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #94 holding.
879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

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