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iShares S&P 500 Value Index shares owned by Midwest Financial Network

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

Historical chart of Midwest Financial Network 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 Financial Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Midwest Financial Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $648k 2.9k 227.07

More positions owned by Midwest Financial Network

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ssga Active Tr State Street Us (XLSR)
Spdr Series Trust St Str Msci Usaq (QUS)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Midwest Financial Network

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index