Midwest Financial Network’s iShares S&P 500 Value ETF IVE Stock Holding History

Midwest Financial Network’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$648K	Buy	+2,854	New	+$637K	0.44%	61

Other funds holding IVE

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Midwest Financial Network's IVE Position: Q2 2026 in Review

Midwest Financial Network opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 2,854 shares worth $648K. The stake represents 0.44% of the portfolio and ranks #61 among its holdings.

616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Midwest Financial Network held 2,854 shares of iShares S&P 500 Value ETF worth $648K as of Q2 2026.
iShares S&P 500 Value ETF was a new Midwest Financial Network position in Q2 2026.
iShares S&P 500 Value ETF made up 0.44% of Midwest Financial Network's portfolio in Q2 2026, its #61 holding.
616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.