Midwest Heritage Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Midwest Heritage Bank’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Hold	2,637	–	–	0.1%	40
2026 Q1	$298K	Sell	2,637 -968	-27%	-$116K	0.1%	41
2025 Q4	$444K	Sell	3,605 -27	-0.7%	-$3.3K	0.15%	36
2025 Q3	$438K	Sell	3,632 -112	-3%	-$12.9K	0.16%	36
2025 Q2	$412K	Buy	3,744 +810	+28%	+$80.2K	0.16%	36
2025 Q1	$272K	Sell	2,934 -157	-5%	-$15.8K	0.11%	45
2024 Q4	$314K	Sell	3,091 -586	-16%	-$58.5K	0.15%	43
2024 Q3	$352K	Buy	+3,677	New	+$339K	0.16%	43

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Midwest Heritage Bank held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,637 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #40.

Midwest Heritage Bank first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $444K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Midwest Heritage Bank held 2,637 shares of iShares S&P 500 Growth ETF worth $363K as of Q2 2026.
Midwest Heritage Bank left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Midwest Heritage Bank's portfolio in Q2 2026, its #40 holding.
Midwest Heritage Bank first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Midwest Heritage Bank's iShares S&P 500 Growth ETF position peaked at $444K in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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