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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94M	Sell	9,990 -550	-5%	-$201K	0.77%	41
2026 Q1	$3.31M	Buy	10,540 +397	+4%	+$132K	0.78%	44
2025 Q4	$3.28M	Buy	+10,143	New	+$3.3M	0.78%	46
2025 Q1	–	Sell	-8,677	Closed	-$2.5M	–	159
2024 Q4	$2.5M	Buy	+8,677	New	+$2.57M	0.75%	43
2024 Q2	–	Sell	-9,819	Closed	-$2.66M	–	151
2024 Q1	$2.66M	Buy	+9,819	New	+$2.51M	0.93%	32
2020 Q4	–	Sell	-1,919	Closed	-$425K	–	115
2020 Q3	$425K	Sell	1,919 -1,218	-39%	-$267K	0.3%	74
2020 Q2	$649K	Buy	+3,137	New	+$587K	0.51%	56
2020 Q1	–	Sell	-2,900	Closed	-$621K	–	86
2019 Q4	$621K	Buy	+2,900	New	+$589K	0.51%	53
2019 Q3	–	Sell	-4,340	Closed	-$872K	–	98
2019 Q2	$872K	Buy	+4,340	New	+$858K	0.81%	36
2018 Q3	–	Sell	-224	Closed	-$46K	–	193
2018 Q2	$46K	Buy	224 +196	+700%	+$39.2K	0.04%	148
2018 Q1	$5K	Hold	28	–	–	﹤0.01%	265
2017 Q4	$5K	Buy	+28	New	+$5.11K	﹤0.01%	286

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Midwest Professional Planners Ltd (MPPL) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.2% in Q2 2026, selling an estimated $201K and leaving 9,990 shares worth $3.94M. The position accounts for 0.77% of the portfolio, ranked #41.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWO in Q4 2017 and has held it in 12 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 9,990 shares of iShares Russell 2000 Growth ETF worth $3.94M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 550 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $201K.
iShares Russell 2000 Growth ETF made up 0.77% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #41 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 12 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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