Midwest Heritage Bank »

iShares S&P 500 Value Index shares owned by Midwest Heritage Bank

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Midwest Heritage Bank from 13F filings

Historical chart of Midwest Heritage Bank investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Midwest Heritage Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Midwest Heritage Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 1.2k 186.81

More positions owned by Midwest Heritage Bank

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Midwest Heritage Bank

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index