Midwest Professional Planners Ltd (MPPL)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
7,477
+668
| +10% | +$284K | 0.84% | 39 |
|
|
2025
Q1 | $2.46M | Buy |
6,809
+30
| +0.4% | +$10.8K | 0.77% | 45 |
|
|
2024
Q4 | $2.72M | Sell |
6,779
-479
| -7% | -$192K | 0.81% | 36 |
|
|
2024
Q3 | $2.72M | Sell |
7,258
-485
| -6% | -$182K | 0.83% | 34 |
|
|
2024
Q2 | $2.82M | Sell |
7,743
-410
| -5% | -$149K | 0.94% | 26 |
|
|
2024
Q1 | $2.75M | Sell |
8,153
-1,186
| -13% | -$400K | 0.96% | 29 |
|
|
2023
Q4 | $2.83M | Sell |
9,339
-1,424
| -13% | -$432K | 1.13% | 21 |
|
|
2023
Q3 | $2.86M | Sell |
10,763
-860
| -7% | -$229K | 1.29% | 18 |
|
|
2023
Q2 | $3.2M | Buy |
+11,623
| New | +$3.2M | 1.4% | 13 |
|
|
2022
Q4 | – | Sell |
-2,954
| Closed | -$621K | – | 125 |
|
|
2022
Q3 | $621K | Buy |
+2,954
| New | +$621K | 0.37% | 68 |
|
|
2022
Q1 | – | Sell |
-14,487
| Closed | -$4.43M | – | 123 |
|
|
2021
Q4 | $4.43M | Sell |
14,487
-52
| -0.4% | -$15.9K | 2.15% | 9 |
|
|
2021
Q3 | $3.98M | Buy |
+14,539
| New | +$3.98M | 2.11% | 9 |
|
|
2021
Q2 | – | Sell |
-15,378
| Closed | -$2.32M | – | 121 |
|
|
2021
Q1 | $2.32M | Buy |
+15,378
| New | +$2.32M | 2.29% | 11 |
|
|
2020
Q4 | – | Sell |
-4,461
| Closed | -$967K | – | 114 |
|
|
2020
Q3 | $967K | Sell |
4,461
-11,079
| -71% | -$2.4M | 0.68% | 42 |
|
|
2020
Q2 | $2.98M | Buy |
15,540
+162
| +1% | +$31.1K | 2.35% | 6 |
|
|
2020
Q1 | $2.32M | Buy |
15,378
+10,511
| +216% | +$1.58M | 2.29% | 12 |
|
|
2019
Q4 | $856K | Sell |
4,867
-11,316
| -70% | -$1.99M | 0.7% | 42 |
|
|
2019
Q3 | $2.58M | Sell |
16,183
-313
| -2% | -$50K | 2.31% | 13 |
|
|
2019
Q2 | $2.6M | Buy |
16,496
+13,970
| +553% | +$2.2M | 2.41% | 14 |
|
|
2019
Q1 | $382K | Buy |
+2,526
| New | +$382K | 0.37% | 61 |
|
|
2018
Q4 | – | Sell |
-2,872
| Closed | -$448K | – | 86 |
|
|
2018
Q3 | $448K | Buy |
2,872
+340
| +13% | +$53K | 0.41% | 53 |
|
|
2018
Q2 | $364K | Buy |
2,532
+553
| +28% | +$79.5K | 0.33% | 60 |
|
|
2018
Q1 | $269K | Sell |
1,979
-17,259
| -90% | -$2.35M | 0.24% | 77 |
|
|
2017
Q4 | $2.59M | Buy |
+19,238
| New | +$2.59M | 2.37% | 13 |
|