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
2026 Q2	$3.92M	Buy	+23,809	New	+$3.76M	0.77%	42
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 23,809 shares worth $3.92M. The stake represents 0.77% of the portfolio and ranks #42 among its holdings. This is a return to the name: Midwest Professional Planners Ltd (MPPL) previously reported a position in IWS as recently as Q1 2023.

Midwest Professional Planners Ltd (MPPL) first reported a position in IWS in Q4 2017 and has held it in 11 quarters since. 1,047 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 23,809 shares of iShares Russell Mid-Cap Value ETF worth $3.92M as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Midwest Professional Planners Ltd (MPPL) position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.77% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #42 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 11 quarters since.
1,047 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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