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

Midwest Trust’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	$3.66M	Buy	16,112 +211	+1%	+$47.1K	0.04%	238
2026 Q1	$3.36M	Buy	15,901 +78	+0.5%	+$16.9K	0.04%	239
2025 Q4	$3.36M	Sell	15,823 -336	-2%	-$70.4K	0.04%	238
2025 Q3	$3.34M	Buy	16,159 +434	+3%	+$87.2K	0.04%	242
2025 Q2	$3.07M	Buy	+15,725	New	+$2.93M	0.04%	242

Other funds holding IVE

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Midwest Trust's IVE Position: Q2 2026 in Review

Midwest Trust increased its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q2 2026, buying an estimated $47.1K and bringing the position to 16,112 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #238.

Midwest Trust first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Midwest Trust held 16,112 shares of iShares S&P 500 Value ETF worth $3.66M as of Q2 2026.
Midwest Trust bought 211 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $47.1K.
iShares S&P 500 Value ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #238 holding.
Midwest Trust first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.