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
2026 Q2	$3.86M	Buy	+15,915	New	+$3.71M	0.76%	45
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 15,915 shares worth $3.86M. The stake represents 0.76% of the portfolio and ranks #45 among its holdings. This is a return to the name: Midwest Professional Planners Ltd (MPPL) previously reported a position in IWD as recently as Q1 2023.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWD in Q2 2018 and has held it in 8 quarters since. The position peaked at $4.26M in Q1 2022. 1,979 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 15,915 shares of iShares Russell 1000 Value ETF worth $3.86M as of Q2 2026.
iShares Russell 1000 Value ETF was a new Midwest Professional Planners Ltd (MPPL) position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.76% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #45 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 8 quarters since.
Midwest Professional Planners Ltd (MPPL)'s iShares Russell 1000 Value ETF position peaked at $4.26M in Q1 2022.
1,979 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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