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

Midwest Professional Planners Ltd (MPPL)’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,968	Closed	-$2.13M	–	126
2023 Q1	$2.13M	Buy	13,968 +199	+1%	+$30.7K	1.04%	25
2022 Q4	$2.09M	Buy	13,769 +159	+1%	+$23.8K	1.16%	26
2022 Q3	$1.85M	Buy	+13,610	New	+$2.05M	1.1%	23
2022 Q2	–	Sell	-25,661	Closed	-$4.26M	–	121
2022 Q1	$4.26M	Buy	+25,661	New	+$4.21M	2.1%	11
2021 Q3	–	Sell	-9,957	Closed	-$1.58M	–	118
2021 Q2	$1.58M	Buy	+9,957	New	+$1.58M	0.82%	35
2021 Q1	–	Sell	-7,501	Closed	-$1.03M	–	101
2020 Q4	$1.03M	Buy	+7,501	New	+$962K	0.63%	44
2018 Q3	–	Sell	-4,615	Closed	-$560K	–	192
2018 Q2	$560K	Buy	+4,615	New	+$561K	0.5%	40

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IWD Position: Q2 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2023, closing a stake of 13,968 shares — an estimated $2.13M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWD in Q2 2018 and held it in 7 quarters. The position peaked at $4.26M in Q1 2022. 1,424 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 13,968 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $2.13M.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 7 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Russell 1000 Value ETF position peaked at $4.26M in Q1 2022.
1,424 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2023, filed 7 Aug 2023.