Midwest Trust »

iShares S&P 500 Index shares owned by Midwest Trust

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

Historical chart of Midwest Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $61M 91k 669.30
2025-06-30 $55M 89k 620.90

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

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