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iShares S&P 500 Value Index shares owned by Midwest Trust

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

Historical chart of Midwest Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 16k 206.51
2025-06-30 $3.1M 16k 195.42

More positions owned by Midwest Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Eetf (VO)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Fetf (GVI)
Abbvie (ABBV)
Facebook Inc cl a (META)
Berkshire Hathaway (BRK.B)
Dimensional Etf Trust Eetf (DFAS)
Vanguard Tax-managed Fds Ietf (VEA)
Wal-Mart Stores (WMT)

View all positions for Midwest Trust

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CWM
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