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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$58.7K	Buy	+610	New	+$58.6K	0.01%	59

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

Planning Project LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2025: 610 shares worth $58.7K. The stake represents 0.01% of the portfolio and ranks #59 among its holdings.

1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Planning Project LLC held 610 shares of iShares Russell Mid-Cap ETF worth $58.7K as of Q4 2025.
iShares Russell Mid-Cap ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell Mid-Cap ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #59 holding.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

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