Midwest Trust
IVW icon

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

Midwest Trust’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
Q3 		$7.31M Buy
51,409
+220
+0.4% +$30.5K 0.08% 178
2026
Q2 		$7.04M Buy
51,189
+622
+1% +$82.1K 0.08% 184
2026
Q1 		$5.72M Sell
50,567
-970
-2% -$117K 0.07% 192
2025
Q4 		$6.35M Sell
51,537
-144
-0.3% -$17.6K 0.08% 186
2025
Q3 		$6.24M Buy
51,681
+50
+0.1% +$5.75K 0.08% 189
2025
Q2 		$5.68M Buy
+51,631
New +$5.11M 0.08% 189

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Midwest Trust's IVW Position: Q3 2026 in Review

Midwest Trust increased its iShares S&P 500 Growth ETF (IVW) stake by 0.43% in Q3 2026, buying an estimated $30.5K and bringing the position to 51,409 shares worth $7.31M. The position accounts for 0.08% of the portfolio, ranked #178.

Midwest Trust first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Midwest Trust held 51,409 shares of iShares S&P 500 Growth ETF worth $7.31M as of Q3 2026.
  • Midwest Trust bought 220 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $30.5K.
  • iShares S&P 500 Growth ETF made up 0.08% of Midwest Trust's portfolio in Q3 2026, its #178 holding.
  • Midwest Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.