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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.96M	Sell	17,915 -953	-5%	-$199K	0.78%	40
2026 Q1	$3.58M	Buy	+18,868	New	+$3.65M	0.84%	36
2023 Q2	–	Sell	-26,213	Closed	-$3.59M	–	127
2023 Q1	$3.59M	Buy	26,213 +24,617	+1,542%	+$3.57M	1.76%	13
2022 Q4	$221K	Buy	+1,596	New	+$225K	0.12%	118
2022 Q3	–	Sell	-13,853	Closed	-$1.89M	–	120
2022 Q2	$1.89M	Buy	13,853 +1,142	+9%	+$170K	1.06%	25
2022 Q1	$2.05M	Buy	+12,711	New	+$2.03M	1.01%	25
2021 Q3	–	Sell	-9,417	Closed	-$1.56M	–	119
2021 Q2	$1.56M	Buy	+9,417	New	+$1.55M	0.81%	37
2021 Q1	–	Sell	-26,768	Closed	-$3.53M	–	102
2020 Q4	$3.53M	Buy	26,768 +18,831	+237%	+$2.22M	2.17%	9
2020 Q3	$788K	Buy	+7,937	New	+$806K	0.55%	54
2018 Q1	–	Sell	-623	Closed	-$78K	–	345
2017 Q4	$78K	Buy	+623	New	+$77.9K	0.07%	128

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) reduced its iShares Russell 2000 Value ETF (IWN) stake by 5.1% in Q2 2026, selling an estimated $199K and leaving 17,915 shares worth $3.96M. The position accounts for 0.78% of the portfolio, ranked #40.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWN in Q4 2017 and has held it in 10 quarters since. 1,079 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 17,915 shares of iShares Russell 2000 Value ETF worth $3.96M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 953 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $199K.
iShares Russell 2000 Value ETF made up 0.78% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #40 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 10 quarters since.
1,079 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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