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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-27,840	Closed	-$3.29M	–	142
2025 Q4	$3.29M	Sell	27,840 -696	-2%	-$82.4K	0.78%	45
2025 Q3	$3.34M	Sell	28,536 -1,372	-5%	-$153K	0.82%	39
2025 Q2	$3.17M	Buy	29,908 +2,672	+10%	+$255K	0.84%	39
2025 Q1	$2.46M	Buy	27,236 +120	+0.4%	+$11.8K	0.77%	45
2024 Q4	$2.72M	Sell	27,116 -1,916	-7%	-$188K	0.81%	36
2024 Q3	$2.72M	Sell	29,032 -1,940	-6%	-$176K	0.83%	34
2024 Q2	$2.82M	Sell	30,972 -1,640	-5%	-$140K	0.94%	26
2024 Q1	$2.75M	Sell	32,612 -4,744	-13%	-$382K	0.96%	29
2023 Q4	$2.83M	Sell	37,356 -5,696	-13%	-$403K	1.13%	21
2023 Q3	$2.86M	Sell	43,052 -3,440	-7%	-$238K	1.29%	18
2023 Q2	$3.2M	Buy	+46,492	New	+$2.96M	1.4%	13
2022 Q4	–	Sell	-11,816	Closed	-$621K	–	125
2022 Q3	$621K	Buy	+11,816	New	+$695K	0.37%	68
2022 Q1	–	Sell	-57,948	Closed	-$4.43M	–	123
2021 Q4	$4.43M	Sell	57,948 -208	-0.4%	-$15.4K	2.15%	9
2021 Q3	$3.98M	Buy	+58,156	New	+$4.11M	2.11%	9
2021 Q2	–	Sell	-61,512	Closed	-$2.32M	–	121
2021 Q1	$2.32M	Buy	+61,512	New	+$3.74M	2.29%	11
2020 Q4	–	Sell	-17,844	Closed	-$967K	–	114
2020 Q3	$967K	Sell	17,844 -44,316	-71%	-$2.33M	0.68%	42
2020 Q2	$2.98M	Buy	62,160 +648	+1%	+$28.6K	2.35%	6
2020 Q1	$2.32M	Buy	61,512 +42,044	+216%	+$1.81M	2.29%	12
2019 Q4	$856K	Sell	19,468 -45,264	-70%	-$1.89M	0.7%	42
2019 Q3	$2.58M	Sell	64,732 -1,252	-2%	-$50.2K	2.31%	13
2019 Q2	$2.6M	Buy	65,984 +55,880	+553%	+$2.16M	2.41%	14
2019 Q1	$382K	Buy	+10,104	New	+$363K	0.37%	61
2018 Q4	–	Sell	-11,488	Closed	-$448K	–	86
2018 Q3	$448K	Buy	11,488 +1,360	+13%	+$51.5K	0.41%	53
2018 Q2	$364K	Buy	10,128 +2,212	+28%	+$78.1K	0.33%	60
2018 Q1	$269K	Sell	7,916 -69,036	-90%	-$2.42M	0.24%	77
2017 Q4	$2.59M	Buy	+76,952	New	+$2.52M	2.37%	13

Other funds holding IWF

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IWF Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 27,840 shares — an estimated $3.29M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWF in Q4 2017 and held it in 26 quarters. The position peaked at $4.43M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 27,840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.29M.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 26 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Russell 1000 Growth ETF position peaked at $4.43M in Q4 2021.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.