MFG
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Midwest Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
403
+40
+11% +$24.8K 0.13% 99
2025
Q1
$204K Hold
363
0.12% 104
2024
Q4
$214K Hold
363
0.12% 105
2024
Q3
$209K Buy
+363
New +$209K 0.12% 104