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Midwest Professional Planners Ltd (MPPL)’s Interactive Brokers IBKR Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
22,672
+2,874
+15% +$239K 0.39% 84
2026
Q1 		$1.33M Buy
19,798
+15,440
+354% +$1.1M 0.31% 85
2025
Q4 		$280K Sell
4,358
-791
-15% -$53K 0.07% 134
2025
Q3 		$354K Sell
5,149
-231
-4% -$14.5K 0.09% 134
2025
Q2 		$298K Sell
5,380
-28
-0.5% -$1.33K 0.08% 137
2025
Q1 		$224K Buy
5,408
+348
+7% +$17.2K 0.07% 149
2024
Q4 		$223K Buy
+5,060
New +$213K 0.07% 150

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IBKR Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its Interactive Brokers (IBKR) stake by 15% in Q2 2026, buying an estimated $239K and bringing the position to 22,672 shares worth $1.97M. The position accounts for 0.39% of the portfolio, ranked #84.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 22,672 shares of Interactive Brokers worth $1.97M as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 2,874 Interactive Brokers shares in Q2 2026, an estimated $239K.
  • Interactive Brokers made up 0.39% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #84 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.