Midwest Professional Planners Ltd (MPPL)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.58M | Buy |
15,060
+338
| +2% | +$131K | 1.32% | 19 |
|
|
2025
Q4 | $5.7M | Buy |
14,722
+512
| +4% | +$196K | 1.35% | 18 |
|
|
2025
Q3 | $5.38M | Sell |
14,210
-245
| -2% | -$89.3K | 1.31% | 18 |
|
|
2025
Q2 | $5.07M | Buy |
14,455
+1,353
| +10% | +$439K | 1.34% | 17 |
|
|
2025
Q1 | $4.16M | Buy |
13,102
+637
| +5% | +$214K | 1.3% | 17 |
|
|
2024
Q4 | $4.17M | Sell |
12,465
-36
| -0.3% | -$12.1K | 1.24% | 17 |
|
|
2024
Q3 | $4.08M | Sell |
12,501
-9,238
| -42% | -$2.91M | 1.25% | 18 |
|
|
2024
Q2 | $6.71M | Buy |
21,739
+8,043
| +59% | +$2.4M | 2.24% | 4 |
|
|
2024
Q1 | $4.11M | Sell |
13,696
-1,023
| -7% | -$292K | 1.44% | 14 |
|
|
2023
Q4 | $4.03M | Sell |
14,719
-1,871
| -11% | -$477K | 1.61% | 13 |
|
|
2023
Q3 | $4.07M | Sell |
16,590
-1,485
| -8% | -$379K | 1.83% | 7 |
|
|
2023
Q2 | $4.6M | Sell |
18,075
-33,885
| -65% | -$8.15M | 2.01% | 6 |
|
|
2023
Q1 | $12.2M | Buy |
51,960
+20,613
| +66% | +$4.76M | 5.98% | 2 |
|
|
2022
Q4 | $6.92M | Sell |
31,347
-8,106
| -21% | -$1.8M | 3.83% | 5 |
|
|
2022
Q3 | $8.17M | Sell |
39,453
-15,074
| -28% | -$3.47M | 4.87% | 3 |
|
|
2022
Q2 | $11.9M | Buy |
54,527
+4,194
| +8% | +$993K | 6.69% | 2 |
|
|
2022
Q1 | $13.2M | Buy |
50,333
+6,226
| +14% | +$1.61M | 6.5% | 3 |
|
|
2021
Q4 | $12.2M | Buy |
44,107
+7,172
| +19% | +$1.94M | 5.95% | 3 |
|
|
2021
Q3 | $9.39M | Sell |
36,935
-5,826
| -14% | -$1.53M | 4.98% | 4 |
|
|
2021
Q2 | $10.9M | Buy |
42,761
+14,886
| +53% | +$3.71M | 5.7% | 3 |
|
|
2021
Q1 | $4.13M | Sell |
27,875
-16,007
| -36% | -$3.72M | 4.08% | 6 |
|
|
2020
Q4 | $9.81M | Buy |
43,882
+8,569
| +24% | +$1.8M | 6.04% | 2 |
|
|
2020
Q3 | $6.91M | Sell |
35,313
-7,371
| -17% | -$1.43M | 4.86% | 4 |
|
|
2020
Q2 | $7.69M | Buy |
42,684
+14,809
| +53% | +$2.51M | 6.05% | 3 |
|
|
2020
Q1 | $4.13M | Buy |
27,875
+2,622
| +10% | +$467K | 4.08% | 5 |
|
|
2019
Q4 | $4.76M | Sell |
25,253
-10,417
| -29% | -$1.88M | 3.89% | 7 |
|
|
2019
Q3 | $6.2M | Buy |
35,670
+5,539
| +18% | +$961K | 5.54% | 3 |
|
|
2019
Q2 | $5.19M | Buy |
30,131
+4,452
| +17% | +$755K | 4.82% | 4 |
|
|
2019
Q1 | $4.28M | Buy |
25,679
+10,845
| +73% | +$1.74M | 4.13% | 7 |
|
|
2018
Q4 | $2.18M | Sell |
14,834
-4,400
| -23% | -$699K | 2.35% | 14 |
|
|
2018
Q3 | $3.31M | Sell |
19,234
-15,454
| -45% | -$2.62M | 3.04% | 9 |
|
|
2018
Q2 | $5.63M | Buy |
34,688
+24,505
| +241% | +$3.94M | 5.03% | 6 |
|
|
2018
Q1 | $1.59M | Sell |
10,183
-3,227
| -24% | -$521K | 1.43% | 17 |
|
|
2017
Q4 | $2.12M | Buy |
+13,410
| New | +$2.07M | 1.94% | 15 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
Midwest Professional Planners Ltd (MPPL)'s IWV Position: Q1 2026 in Review
Midwest Professional Planners Ltd (MPPL) increased its iShares Russell 3000 ETF (IWV) stake by 2.3% in Q1 2026, buying an estimated $131K and bringing the position to 15,060 shares worth $5.58M. The position accounts for 1.32% of the portfolio, ranked #19.
Midwest Professional Planners Ltd (MPPL) first reported a position in IWV in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.2M in Q1 2022. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.
- Midwest Professional Planners Ltd (MPPL) held 15,060 shares of iShares Russell 3000 ETF worth $5.58M as of Q1 2026.
- Midwest Professional Planners Ltd (MPPL) bought 338 iShares Russell 3000 ETF shares in Q1 2026, an estimated $131K.
- iShares Russell 3000 ETF made up 1.32% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #19 holding.
- Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 34 quarters since.
- Midwest Professional Planners Ltd (MPPL)'s iShares Russell 3000 ETF position peaked at $13.2M in Q1 2022.
- 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.
Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.