MPPLM
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Midwest Professional Planners Ltd (MPPL)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42M Buy
23,051
+82
+0.4% +$11.3K 0.67% 53
2026
Q1 		$2.86M Buy
22,969
+684
+3% +$86.9K 0.67% 50
2025
Q4 		$2.68M Sell
22,285
-212
-0.9% -$25.4K 0.63% 54
2025
Q3 		$2.67M Buy
22,497
+203
+0.9% +$23.3K 0.65% 53
2025
Q2 		$2.44M Buy
22,294
+300
+1% +$31K 0.64% 51
2025
Q1 		$2.3M Sell
21,994
-21,962
-50% -$2.48M 0.72% 49
2024
Q4 		$5.06M Buy
43,956
+20,298
+86% +$2.43M 1.51% 13
2024
Q3 		$2.77M Buy
23,658
+105
+0.4% +$11.9K 0.85% 31
2024
Q2 		$2.51M Buy
23,553
+829
+4% +$88.7K 0.84% 35
2024
Q1 		$2.51M Sell
22,724
-733
-3% -$77.8K 0.88% 37
2023
Q4 		$2.54M Sell
23,457
-574
-2% -$55.3K 1.01% 32
2023
Q3 		$2.27M Buy
24,031
+137
+0.6% +$13.7K 1.02% 28
2023
Q2 		$2.38M Sell
23,894
-35,717
-60% -$3.4M 1.04% 25
2023
Q1 		$5.76M Buy
+59,611
New +$5.96M 2.82% 7
2018
Q3 		– Sell
-109
Closed -$9K – 185
2018
Q2 		$9K Sell
109
-87
-44% -$7.09K 0.01% 237
2018
Q1 		$15K Buy
196
+78
+66% +$6.07K 0.01% 201
2017
Q4 		$9K Buy
+118
New +$8.89K 0.01% 250

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q2 2026, buying an estimated $11.3K and bringing the position to 23,051 shares worth $3.42M. The position accounts for 0.67% of the portfolio, ranked #53.

Midwest Professional Planners Ltd (MPPL) first reported a position in IJR in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.76M in Q1 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 23,051 shares of iShares Core S&P Small-Cap ETF worth $3.42M as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 82 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Core S&P Small-Cap ETF made up 0.67% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #53 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 17 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Core S&P Small-Cap ETF position peaked at $5.76M in Q1 2023.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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