Midwest Professional Planners Ltd (MPPL)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
22,736
+1,491
| +7% | +$207K | 0.83% | 41 |
|
|
2025
Q1 | $2.5M | Buy |
+21,245
| New | +$2.5M | 0.78% | 43 |
|
|
2024
Q3 | – | Sell |
-24,331
| Closed | -$2.68M | – | 155 |
|
|
2024
Q2 | $2.68M | Buy |
24,331
+574
| +2% | +$63.3K | 0.9% | 29 |
|
|
2024
Q1 | $2.71M | Sell |
23,757
-2,477
| -9% | -$283K | 0.95% | 31 |
|
|
2023
Q4 | $2.74M | Buy |
+26,234
| New | +$2.74M | 1.09% | 26 |
|
|
2023
Q3 | – | Sell |
-31,437
| Closed | -$3.04M | – | 128 |
|
|
2023
Q2 | $3.04M | Buy |
+31,437
| New | +$3.04M | 1.33% | 17 |
|
|
2022
Q1 | – | Sell |
-35,885
| Closed | -$4.14M | – | 124 |
|
|
2021
Q4 | $4.14M | Buy |
35,885
+20,716
| +137% | +$2.39M | 2.01% | 11 |
|
|
2021
Q3 | $1.7M | Buy |
+15,169
| New | +$1.7M | 0.9% | 31 |
|
|
2020
Q4 | – | Sell |
-35,066
| Closed | -$3.03M | – | 116 |
|
|
2020
Q3 | $3.03M | Buy |
35,066
+25,674
| +273% | +$2.22M | 2.13% | 13 |
|
|
2020
Q2 | $743K | Buy |
+9,392
| New | +$743K | 0.59% | 50 |
|
|
2019
Q3 | – | Sell |
-36,736
| Closed | -$2.62M | – | 99 |
|
|
2019
Q2 | $2.62M | Sell |
36,736
-308
| -0.8% | -$22K | 2.43% | 13 |
|
|
2019
Q1 | $2.51M | Buy |
+37,044
| New | +$2.51M | 2.43% | 13 |
|
|
2018
Q4 | – | Sell |
-5,490
| Closed | -$372K | – | 87 |
|
|
2018
Q3 | $372K | Sell |
5,490
-416
| -7% | -$28.2K | 0.34% | 61 |
|
|
2018
Q2 | $374K | Sell |
5,906
-37,798
| -86% | -$2.39M | 0.33% | 57 |
|
|
2018
Q1 | $2.69M | Buy |
43,704
+33,824
| +342% | +$2.08M | 2.42% | 11 |
|
|
2017
Q4 | $596K | Buy |
+9,880
| New | +$596K | 0.54% | 46 |
|