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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Midwest Professional Planners Ltd (MPPL) increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.9% in Q1 2026, buying an estimated $132K and bringing the position to 10,540 shares worth $3.31M. The position accounts for 0.78% of the portfolio, ranked #44.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWO in Q4 2017 and has held it in 11 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) held 10,540 shares of iShares Russell 2000 Growth ETF worth $3.31M as of Q1 2026.
Midwest Professional Planners Ltd (MPPL) bought 397 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $132K.
iShares Russell 2000 Growth ETF made up 0.78% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #44 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 11 quarters since.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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