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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2026: 18,868 shares worth $3.58M. The stake represents 0.84% of the portfolio and ranks #36 among its holdings. This is a return to the name: Midwest Professional Planners Ltd (MPPL) previously reported a position in IWN as recently as Q1 2023.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWN in Q4 2017 and has held it in 9 quarters since. The position peaked at $3.59M in Q1 2023. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) held 18,868 shares of iShares Russell 2000 Value ETF worth $3.58M as of Q1 2026.
iShares Russell 2000 Value ETF was a new Midwest Professional Planners Ltd (MPPL) position in Q1 2026.
iShares Russell 2000 Value ETF made up 0.84% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #36 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 9 quarters since.
Midwest Professional Planners Ltd (MPPL)'s iShares Russell 2000 Value ETF position peaked at $3.59M in Q1 2023.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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