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Midwest Heritage Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

Midwest Heritage Bank’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
Q1 		– Sell
-1,070
Closed -$227K – 57
2025
Q4 		$227K Buy
1,070
+30
+3% +$6.29K 0.08% 52
2025
Q3 		$215K Buy
+1,040
New +$209K 0.08% 55
2024
Q4 		– Sell
-1,159
Closed -$228K – 60
2024
Q3 		$228K Buy
+1,159
New +$220K 0.11% 53
2024
Q2 		– Sell
-1,181
Closed -$221K – 56
2024
Q1 		$221K Buy
+1,181
New +$210K 0.12% 51

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Midwest Heritage Bank's IVE Position: Q1 2026 in Review

Midwest Heritage Bank sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,070 shares — an estimated $227K sold.

Midwest Heritage Bank first reported a position in IVE in Q1 2024 and held it in 4 quarters. The position peaked at $228K in Q3 2024. 1,709 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Midwest Heritage Bank reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Midwest Heritage Bank sold 1,070 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $227K.
  • Midwest Heritage Bank first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 4 quarters.
  • Midwest Heritage Bank's iShares S&P 500 Value ETF position peaked at $228K in Q3 2024.
  • 1,709 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Midwest Heritage Bank's 13F filing for Q1 2026, filed 15 Apr 2026.