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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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 1.0k 206.56
2024-09-30 $228k 1.2k 197.09
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)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange-traded A Com Shs (FTA)

View all positions for Midwest Heritage Bank

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