Midwest Professional Planners Ltd (MPPL)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-22,412	Closed	-$3.19M	–	150
2025 Q3	$3.19M	Sell	22,412 -324	-1%	-$45.8K	0.78%	46
2025 Q2	$3.15M	Buy	22,736 +1,491	+7%	+$189K	0.83%	41
2025 Q1	$2.5M	Buy	+21,245	New	+$2.73M	0.78%	43
2024 Q3	–	Sell	-24,331	Closed	-$2.68M	–	155
2024 Q2	$2.68M	Buy	24,331 +574	+2%	+$63.1K	0.9%	29
2024 Q1	$2.71M	Sell	23,757 -2,477	-9%	-$268K	0.95%	31
2023 Q4	$2.74M	Buy	+26,234	New	+$2.49M	1.09%	26
2023 Q3	–	Sell	-31,437	Closed	-$3.04M	–	128
2023 Q2	$3.04M	Buy	+31,437	New	+$2.86M	1.33%	17
2022 Q1	–	Sell	-35,885	Closed	-$4.13M	–	124
2021 Q4	$4.13M	Buy	35,885 +20,716	+137%	+$2.42M	2.01%	11
2021 Q3	$1.7M	Buy	+15,169	New	+$1.74M	0.9%	31
2020 Q4	–	Sell	-35,066	Closed	-$3.03M	–	116
2020 Q3	$3.03M	Buy	35,066 +25,674	+273%	+$2.17M	2.13%	13
2020 Q2	$743K	Buy	+9,392	New	+$681K	0.59%	50
2019 Q3	–	Sell	-36,736	Closed	-$2.62M	–	99
2019 Q2	$2.62M	Sell	36,736 -308	-0.8%	-$21.4K	2.43%	13
2019 Q1	$2.51M	Buy	+37,044	New	+$2.38M	2.43%	13
2018 Q4	–	Sell	-5,490	Closed	-$372K	–	87
2018 Q3	$372K	Sell	5,490 -416	-7%	-$27.7K	0.34%	61
2018 Q2	$374K	Sell	5,906 -37,798	-86%	-$2.38M	0.33%	57
2018 Q1	$2.69M	Buy	43,704 +33,824	+342%	+$2.11M	2.42%	11
2017 Q4	$596K	Buy	+9,880	New	+$581K	0.54%	46

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IWP Position: Q4 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 22,412 shares — an estimated $3.19M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWP in Q4 2017 and held it in 17 quarters. The position peaked at $4.13M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 22,412 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $3.19M.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 17 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Russell Mid-Cap Growth ETF position peaked at $4.13M in Q4 2021.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.