Midwest Professional Planners Ltd (MPPL)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
22,294
+300
| +1% | +$32.8K | 0.64% | 51 |
|
|
2025
Q1 | $2.3M | Sell |
21,994
-21,962
| -50% | -$2.3M | 0.72% | 49 |
|
|
2024
Q4 | $5.06M | Buy |
43,956
+20,298
| +86% | +$2.34M | 1.51% | 13 |
|
|
2024
Q3 | $2.77M | Buy |
23,658
+105
| +0.4% | +$12.3K | 0.85% | 31 |
|
|
2024
Q2 | $2.51M | Buy |
23,553
+829
| +4% | +$88.4K | 0.84% | 35 |
|
|
2024
Q1 | $2.51M | Sell |
22,724
-733
| -3% | -$81K | 0.88% | 37 |
|
|
2023
Q4 | $2.54M | Sell |
23,457
-574
| -2% | -$62.1K | 1.01% | 32 |
|
|
2023
Q3 | $2.27M | Buy |
24,031
+137
| +0.6% | +$12.9K | 1.02% | 28 |
|
|
2023
Q2 | $2.38M | Sell |
23,894
-35,717
| -60% | -$3.56M | 1.04% | 25 |
|
|
2023
Q1 | $5.76M | Buy |
+59,611
| New | +$5.76M | 2.82% | 7 |
|
|
2018
Q3 | – | Sell |
-109
| Closed | -$9K | – | 185 |
|
|
2018
Q2 | $9K | Sell |
109
-87
| -44% | -$7.18K | 0.01% | 237 |
|
|
2018
Q1 | $15K | Buy |
196
+78
| +66% | +$5.97K | 0.01% | 201 |
|
|
2017
Q4 | $9K | Buy |
+118
| New | +$9K | 0.01% | 250 |
|