Institute for Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Institute for Wealth Management’s Portfolio MVV Stock Details MVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166K	Buy	+1,808	New	+$152K	0.01%	560
2023 Q1	–	Sell	-26,658	Closed	-$1.27M	–	462
2022 Q4	$1.27M	Sell	26,658 -725	-3%	-$34.9K	0.27%	102
2022 Q3	$1.1M	Hold	27,383	–	–	0.25%	108
2022 Q2	$1.19M	Sell	27,383 -212	-0.8%	-$11.2K	0.23%	115
2022 Q1	$1.73M	Sell	27,595 -55	-0.2%	-$3.41K	0.28%	88
2021 Q4	$1.96M	Hold	27,650	–	–	0.32%	76
2021 Q3	$1.7M	Sell	27,650 -110	-0.4%	-$7.04K	0.3%	83
2021 Q2	$1.78M	Hold	27,760	–	–	0.31%	80
2021 Q1	$1.68M	Sell	27,760 -6,370	-19%	-$356K	0.32%	80
2020 Q4	$1.63M	Sell	34,130 -246	-0.7%	-$9.91K	0.32%	78
2020 Q3	$1.07M	Buy	34,376 +31	+0.1%	+$985	0.25%	105
2020 Q2	$991K	Sell	34,345 -81	-0.2%	-$2.08K	0.24%	110
2020 Q1	$682K	Sell	34,426 -1,924	-5%	-$71.5K	0.21%	135
2019 Q4	$1.64M	Hold	36,350	–	–	0.37%	58
2019 Q3	$1.45M	Sell	36,350 -164	-0.4%	-$6.5K	0.37%	65
2019 Q2	$1.49M	Sell	36,514 -1,431	-4%	-$57K	0.33%	72
2019 Q1	$1.48M	Sell	37,945 -897	-2%	-$33.4K	0.32%	71
2018 Q4	$1.18M	Sell	38,842 -366	-0.9%	-$13.6K	0.48%	55
2018 Q3	$1.78M	Buy	39,208 +1,305	+3%	+$59K	0.6%	48
2018 Q2	$1.62M	Sell	37,903 -1,628	-4%	-$68.2K	0.52%	59
2018 Q1	$1.55M	Sell	39,531 -1,332	-3%	-$55.2K	0.46%	68
2017 Q4	$1.67M	Sell	40,863 -906	-2%	-$35.3K	0.39%	73
2017 Q3	$1.53M	Sell	41,769 -831	-2%	-$28.8K	0.5%	63
2017 Q2	$1.47M	Buy	+42,600	New	+$1.45M	0.41%	62

Other funds holding MVV

CCWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

RSS

Rosenblum Silverman Sutton San Francisco, California $416M AUM 6.8% 1-Year Est. Return

Institute for Wealth Management's MVV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares Ultra MidCap400 (MVV) in Q2 2026: 1,808 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MVV as recently as Q4 2022.

Institute for Wealth Management first reported a position in MVV in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.96M in Q4 2021. 21 funds tracked by Wall St. Rank hold MVV as of Q2 2026.

Institute for Wealth Management held 1,808 shares of ProShares Ultra MidCap400 worth $166K as of Q2 2026.
ProShares Ultra MidCap400 was a new Institute for Wealth Management position in Q2 2026.
ProShares Ultra MidCap400 made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #560 holding.
Institute for Wealth Management first reported a position in ProShares Ultra MidCap400 in Q2 2017 and has held it in 24 quarters since.
Institute for Wealth Management's ProShares Ultra MidCap400 position peaked at $1.96M in Q4 2021.
21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.