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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-34,809	Closed	-$3.7M	–	128
2023 Q1	$3.7M	Buy	34,809 +15,072	+76%	+$1.64M	1.81%	12
2022 Q4	$2.08M	Buy	19,737 +677	+4%	+$71K	1.15%	27
2022 Q3	$1.83M	Buy	+19,060	New	+$2.04M	1.09%	24
2022 Q2	–	Sell	-17,851	Closed	-$2.14M	–	122
2022 Q1	$2.14M	Buy	+17,851	New	+$2.1M	1.05%	23
2021 Q3	–	Sell	-13,760	Closed	-$1.58M	–	120
2021 Q2	$1.58M	Buy	+13,760	New	+$1.58M	0.82%	33
2021 Q1	–	Sell	-17,075	Closed	-$1.66M	–	103
2020 Q4	$1.66M	Buy	17,075 +7,187	+73%	+$648K	1.02%	24
2020 Q3	$799K	Buy	+9,888	New	+$800K	0.56%	52
2018 Q3	–	Sell	-64	Closed	-$6K	–	194
2018 Q2	$6K	Hold	64	–	–	0.01%	263
2018 Q1	$6K	Hold	64	–	–	0.01%	256
2017 Q4	$6K	Buy	+64	New	+$5.56K	0.01%	270

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IWS Position: Q2 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 34,809 shares — an estimated $3.7M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWS in Q4 2017 and held it in 10 quarters. The position peaked at $3.7M in Q1 2023. 799 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 34,809 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $3.7M.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 10 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Russell Mid-Cap Value ETF position peaked at $3.7M in Q1 2023.
799 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2023, filed 7 Aug 2023.