MFG
IVV icon

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

Midwest Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Hold
403
– – 0.11% 112
2026
Q1 		$263K Hold
403
– – 0.11% 107
2025
Q4 		$276K Hold
403
– – 0.12% 106
2025
Q3 		$270K Hold
403
– – 0.13% 100
2025
Q2 		$250K Buy
403
+40
+11% +$23K 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 +$202K 0.12% 104

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Midwest Financial Group's IVV Position: Q2 2026 in Review

Midwest Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 403 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #112.

Midwest Financial Group first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Midwest Financial Group held 403 shares of iShares Core S&P 500 ETF worth $302K as of Q2 2026.
  • Midwest Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.11% of Midwest Financial Group's portfolio in Q2 2026, its #112 holding.
  • Midwest Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.