Midwest Heritage Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Midwest Heritage Bank’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	$1.54M	Sell	2,051 -50	-2%	-$36.4K	0.44%	24
2026 Q1	$1.37M	Sell	2,101 -3	-0.1%	-$2.05K	0.44%	24
2025 Q4	$1.44M	Buy	2,104 +28	+1%	+$19K	0.5%	23
2025 Q3	$1.39M	Hold	2,076	–	–	0.49%	23
2025 Q2	$1.29M	Sell	2,076 -200	-9%	-$115K	0.48%	23
2025 Q1	$1.28M	Hold	2,276	–	–	0.53%	22
2024 Q4	$1.34M	Sell	2,276 -100	-4%	-$59.2K	0.62%	22
2024 Q3	$1.37M	Hold	2,376	–	–	0.64%	20
2024 Q2	$1.3M	Buy	2,376 +978	+70%	+$514K	0.66%	20
2024 Q1	$735K	Buy	1,398 +3	+0.2%	+$1.5K	0.39%	29
2023 Q4	$666K	Hold	1,395	–	–	0.45%	28
2023 Q3	$599K	Hold	1,395	–	–	0.45%	28
2023 Q2	$622K	Hold	1,395	–	–	0.47%	25
2023 Q1	$573K	Hold	1,395	–	–	0.46%	27
2022 Q4	$536K	Hold	1,395	–	–	0.52%	33
2022 Q3	$500K	Sell	1,395 -220	-14%	-$87.8K	0.52%	36
2022 Q2	$612K	Hold	1,615	–	–	0.55%	29
2022 Q1	$733K	Hold	1,615	–	–	0.57%	30
2021 Q4	$770K	Buy	+1,615	New	+$744K	0.75%	27

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Midwest Heritage Bank's IVV Position: Q2 2026 in Review

Midwest Heritage Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, selling an estimated $36.4K and leaving 2,051 shares worth $1.54M. The position accounts for 0.44% of the portfolio, ranked #24.

Midwest Heritage Bank first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Midwest Heritage Bank held 2,051 shares of iShares Core S&P 500 ETF worth $1.54M as of Q2 2026.
Midwest Heritage Bank sold 50 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.4K.
iShares Core S&P 500 ETF made up 0.44% of Midwest Heritage Bank's portfolio in Q2 2026, its #24 holding.
Midwest Heritage Bank first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.