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Midwest Professional Planners Ltd (MPPL)’s iShares Russell 1000 ETF IWB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37,019
Closed -$7.79M – 129
2022
Q4 		$7.79M Buy
37,019
+667
+2% +$141K 4.31% 3
2022
Q3 		$7.17M Buy
36,352
+142
+0.4% +$31.1K 4.28% 4
2022
Q2 		$7.52M Buy
36,210
+1,632
+5% +$369K 4.24% 5
2022
Q1 		$8.65M Sell
34,578
-4,566
-12% -$1.13M 4.25% 4
2021
Q4 		$10.4M Sell
39,144
-373
-0.9% -$96K 5.03% 4
2021
Q3 		$9.54M Sell
39,517
-2,264
-5% -$563K 5.06% 3
2021
Q2 		$10.1M Buy
41,781
+489
+1% +$115K 5.27% 4
2021
Q1 		$5.84M Buy
41,292
+4,112
+11% +$900K 5.77% 4
2020
Q4 		$7.88M Buy
37,180
+43
+0.1% +$8.58K 4.85% 5
2020
Q3 		$6.95M Sell
37,137
-8,275
-18% -$1.53M 4.89% 3
2020
Q2 		$7.8M Buy
45,412
+4,120
+10% +$667K 6.14% 2
2020
Q1 		$5.84M Buy
41,292
+260
+0.6% +$44K 5.77% 4
2019
Q4 		$7.32M Buy
41,032
+861
+2% +$147K 5.98% 2
2019
Q3 		$6.61M Buy
40,171
+1,476
+4% +$242K 5.91% 2
2019
Q2 		$6.3M Buy
38,695
+145
+0.4% +$23.2K 5.84% 2
2019
Q1 		$6.06M Sell
38,550
-5,007
-11% -$757K 5.85% 3
2018
Q4 		$6.04M Sell
43,557
-4,311
-9% -$645K 6.5% 3
2018
Q3 		$7.74M Sell
47,868
-1,100
-2% -$175K 7.11% 1
2018
Q2 		$7.44M Sell
48,968
-5,638
-10% -$849K 6.65% 2
2018
Q1 		$8.02M Buy
54,606
+4,192
+8% +$637K 7.23% 2
2017
Q4 		$7.49M Buy
+50,414
New +$7.3M 6.84% 1

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IWB Position: Q1 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 37,019 shares — an estimated $7.79M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWB in Q4 2017 and held it in 21 quarters. The position peaked at $10.4M in Q4 2021. 1,061 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 37,019 iShares Russell 1000 ETF shares in Q1 2023, an estimated $7.79M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 21 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Russell 1000 ETF position peaked at $10.4M in Q4 2021.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2023, filed 15 May 2023.