Planning Project LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$85.8K	Buy	+627	New	+$87.6K	0.02%	53

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Planning Project LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025: 627 shares worth $85.8K. The stake represents 0.02% of the portfolio and ranks #53 among its holdings.

1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Planning Project LLC held 627 shares of iShares Russell Mid-Cap Growth ETF worth $85.8K as of Q4 2025.
iShares Russell Mid-Cap Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #53 holding.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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