Planning Project LLC’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$57.1K	Buy	+232	New	+$57K	0.01%	61

Other funds holding IWM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Planning Project LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2025: 232 shares worth $57.1K. The stake represents 0.01% of the portfolio and ranks #61 among its holdings.

2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Planning Project LLC held 232 shares of iShares Russell 2000 ETF worth $57.1K as of Q4 2025.
iShares Russell 2000 ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell 2000 ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #61 holding.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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