Midwest Financial Group »

iShares S&P 500 Index shares owned by Midwest Financial Group

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

Historical chart of Midwest Financial Group 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 Financial Group 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 Index by Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 403 669.68
2025-06-30 $250k 403 621.14
2025-03-31 $204k 363 562.02
2024-12-31 $214k 363 588.68
2024-09-30 $209k 363 575.76