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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.95K	Buy	+12	New	+$3.9K	﹤0.01%	123

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

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

Planning Project LLC opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2025: 12 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #123 among its holdings.

1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Planning Project LLC held 12 shares of iShares Russell 2000 Growth ETF worth $3.95K as of Q4 2025.
iShares Russell 2000 Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #123 holding.
1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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