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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$940K	Buy	+7,944	New	+$941K	0.24%	16

Other funds holding IWF

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

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

Planning Project LLC opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2025: 7,944 shares worth $940K. The stake represents 0.24% of the portfolio and ranks #16 among its holdings.

2,526 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Planning Project LLC held 7,944 shares of iShares Russell 1000 Growth ETF worth $940K as of Q4 2025.
iShares Russell 1000 Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell 1000 Growth ETF made up 0.24% of Planning Project LLC's portfolio in Q4 2025, its #16 holding.
2,526 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

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