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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.72K	Buy	+41	New	+$5.73K	﹤0.01%	115

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Planning Project LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025: 41 shares worth $5.72K. The stake represents ﹤0.01% of the portfolio and ranks #115 among its holdings.

992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Planning Project LLC held 41 shares of iShares Russell Mid-Cap Value ETF worth $5.72K as of Q4 2025.
iShares Russell Mid-Cap Value ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #115 holding.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

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