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Planning Project LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Planning Project LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$860K Buy
+2,303
New +$853K 0.22% 18

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Planning Project LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2025: 2,303 shares worth $860K. The stake represents 0.22% of the portfolio and ranks #18 among its holdings.

1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Planning Project LLC held 2,303 shares of iShares Russell 1000 ETF worth $860K as of Q4 2025.
  • iShares Russell 1000 ETF was a new Planning Project LLC position in Q4 2025.
  • iShares Russell 1000 ETF made up 0.22% of Planning Project LLC's portfolio in Q4 2025, its #18 holding.
  • 1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

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