MPPLM
IWM icon

Midwest Professional Planners Ltd (MPPL)’s iShares Russell 2000 ETF IWM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,217
Closed -$4.22M – 130
2022
Q4 		$4.22M Buy
24,217
+1,315
+6% +$234K 2.34% 7
2022
Q3 		$3.78M Buy
22,902
+9,951
+77% +$1.81M 2.25% 9
2022
Q2 		$2.19M Buy
12,951
+440
+4% +$81.1K 1.24% 19
2022
Q1 		$2.57M Sell
12,511
-1,163
-9% -$237K 1.26% 18
2021
Q4 		$3.04M Sell
13,674
-730
-5% -$165K 1.48% 15
2021
Q3 		$3.15M Sell
14,404
-11,178
-44% -$2.48M 1.67% 12
2021
Q2 		$5.87M Buy
25,582
+10,553
+70% +$2.37M 3.06% 6
2021
Q1 		$1.72M Buy
15,029
+2,533
+20% +$553K 1.7% 16
2020
Q4 		$2.45M Sell
12,496
-6,647
-35% -$1.16M 1.51% 16
2020
Q3 		$2.87M Buy
19,143
+417
+2% +$62.7K 2.02% 14
2020
Q2 		$2.68M Buy
18,726
+3,697
+25% +$485K 2.11% 8
2020
Q1 		$1.72M Sell
15,029
-3,273
-18% -$488K 1.7% 17
2019
Q4 		$3.03M Buy
18,302
+4,121
+29% +$651K 2.48% 10
2019
Q3 		$2.15M Buy
14,181
+909
+7% +$139K 1.92% 15
2019
Q2 		$2.06M Buy
13,272
+367
+3% +$56.6K 1.91% 17
2019
Q1 		$1.98M Sell
12,905
-779
-6% -$117K 1.91% 16
2018
Q4 		$1.83M Sell
13,684
-16,102
-54% -$2.4M 1.97% 15
2018
Q3 		$5.02M Buy
29,786
+13,872
+87% +$2.34M 4.61% 7
2018
Q2 		$2.61M Buy
15,914
+14,912
+1,488% +$2.39M 2.33% 12
2018
Q1 		$152K Sell
1,002
-16,075
-94% -$2.48M 0.14% 102
2017
Q4 		$2.6M Buy
+17,077
New +$2.57M 2.38% 12

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 24,217 shares — an estimated $4.22M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWM in Q4 2017 and held it in 21 quarters. The position peaked at $5.87M in Q2 2021. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 24,217 iShares Russell 2000 ETF shares in Q1 2023, an estimated $4.22M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 21 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Russell 2000 ETF position peaked at $5.87M in Q2 2021.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

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