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iShares S&P 500 Index shares owned by Midwest Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Midwest Capital Advisors from 13F filings

Historical chart of Midwest Capital Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares S&P 500 Index by Midwest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $716k 1.1k 669.44
2025-06-30 $668k 1.1k 620.90
2025-03-31 $642k 1.1k 561.90

More positions owned by Midwest Capital Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Midwest Capital Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index