iShares S&P 500 Index shares owned by Midwest Heritage Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Midwest Heritage Bank
from 13F filings
Historical chart of Midwest Heritage Bank investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Midwest Heritage Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.22 |
| 2025-06-30 | $1.3M | 2.1k | 620.83 |
| 2025-03-31 | $1.3M | 2.3k | 561.84 |
| 2024-12-31 | $1.3M | 2.3k | 588.62 |
| 2024-09-30 | $1.4M | 2.4k | 576.76 |
| 2024-06-30 | $1.3M | 2.4k | 547.17 |
| 2024-03-31 | $735k | 1.4k | 525.64 |
| 2023-12-31 | $666k | 1.4k | 477.63 |
| 2023-09-30 | $599k | 1.4k | 429.43 |
| 2023-06-30 | $622k | 1.4k | 445.71 |
| 2023-03-31 | $574k | 1.4k | 411.08 |
| 2022-12-31 | $536k | 1.4k | 384.21 |
| 2022-09-30 | $500k | 1.4k | 358.42 |
| 2022-06-30 | $612k | 1.6k | 378.95 |
| 2022-03-31 | $733k | 1.6k | 453.87 |
| 2021-12-31 | $770k | 1.6k | 476.78 |