Midwest Professional Planners Ltd (MPPL)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,677
| Closed | -$2.5M | – | 159 |
|
|
2024
Q4 | $2.5M | Buy |
+8,677
| New | +$2.5M | 0.75% | 43 |
|
|
2024
Q2 | – | Sell |
-9,819
| Closed | -$2.66M | – | 151 |
|
|
2024
Q1 | $2.66M | Buy |
+9,819
| New | +$2.66M | 0.93% | 32 |
|
|
2020
Q4 | – | Sell |
-1,919
| Closed | -$425K | – | 115 |
|
|
2020
Q3 | $425K | Sell |
1,919
-1,218
| -39% | -$270K | 0.3% | 74 |
|
|
2020
Q2 | $649K | Buy |
+3,137
| New | +$649K | 0.51% | 56 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$621K | – | 86 |
|
|
2019
Q4 | $621K | Buy |
+2,900
| New | +$621K | 0.51% | 53 |
|
|
2019
Q3 | – | Sell |
-4,340
| Closed | -$872K | – | 98 |
|
|
2019
Q2 | $872K | Buy |
+4,340
| New | +$872K | 0.81% | 36 |
|
|
2018
Q3 | – | Sell |
-224
| Closed | -$46K | – | 193 |
|
|
2018
Q2 | $46K | Buy |
224
+196
| +700% | +$40.3K | 0.04% | 148 |
|
|
2018
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 265 |
|
|
2017
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 286 |
|