Midwest Professional Planners Ltd (MPPL)’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,213
| Closed | -$3.59M | – | 127 |
|
|
2023
Q1 | $3.59M | Buy |
26,213
+24,617
| +1,542% | +$3.37M | 1.76% | 13 |
|
|
2022
Q4 | $221K | Buy |
+1,596
| New | +$221K | 0.12% | 118 |
|
|
2022
Q3 | – | Sell |
-13,853
| Closed | -$1.89M | – | 120 |
|
|
2022
Q2 | $1.89M | Buy |
13,853
+1,142
| +9% | +$155K | 1.06% | 25 |
|
|
2022
Q1 | $2.05M | Buy |
+12,711
| New | +$2.05M | 1.01% | 25 |
|
|
2021
Q3 | – | Sell |
-9,417
| Closed | -$1.56M | – | 119 |
|
|
2021
Q2 | $1.56M | Buy |
+9,417
| New | +$1.56M | 0.81% | 37 |
|
|
2021
Q1 | – | Sell |
-26,768
| Closed | -$3.53M | – | 102 |
|
|
2020
Q4 | $3.53M | Buy |
26,768
+18,831
| +237% | +$2.48M | 2.17% | 9 |
|
|
2020
Q3 | $788K | Buy |
+7,937
| New | +$788K | 0.55% | 54 |
|
|
2018
Q1 | – | Sell |
-623
| Closed | -$78K | – | 348 |
|
|
2017
Q4 | $78K | Buy |
+623
| New | +$78K | 0.07% | 128 |
|