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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.09K	Buy	+28	New	+$5.03K	﹤0.01%	117

Other funds holding IWN

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

Planning Project LLC opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2025: 28 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #117 among its holdings.

1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Planning Project LLC held 28 shares of iShares Russell 2000 Value ETF worth $5.09K as of Q4 2025.
iShares Russell 2000 Value ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell 2000 Value ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #117 holding.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

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