Midwest Heritage Bank, Fsb Incresed Positions in Q2 2025

Midwest Heritage Bank, Fsb

  • $247 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
28.8K
+ 3.03%
$29.93 - $36.93 $862K - $1.06M
978K $36.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
43.3K
+ 18.3%
$30.53 - $40.65 $1.32M - $1.76M
280K $11.4M
CGDV
Capital Group Divid Value ETF

ETFs
14.5K
+ 2.31%
$31.93 - $39.49 $463K - $572K
642K $25.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.9K
+ 5.86%
$29.36 - $35.56 $789K - $955K
485K $17.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
780
+ 0.42%
$52.31 - $63.72 $40.8K - $49.7K
188K $11.9M
DFAE
Dimensional ETF Tr

ETFs
2.01K
+ 0.93%
$22.87 - $28.95 $45.9K - $58.1K
218K $6.3M
CGCP
Capital Group Core Plus Income

ETFs
28.9K
+ 2.95%
$21.92 - $22.56 $634K - $653K
1.01M $22.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.4K
+ 22.87%
$152.42 - $182.82 $365K - $438K
12.9K $2.35M
AVLV
American Centy ETF Tr Avantis
3.75K
+ 10.99%
$56.85 - $68.21 $213K - $256K
37.9K $2.58M
AVUV
American Centy ETF Tr Avantis

ETFs
282
+ 0.43%
$75.17 - $91.21 $21.2K - $25.7K
66.5K $6.06M
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.67K
+ 2.13%
$16.93 - $17.81 $130K - $137K
368K $6.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 4.37%
$456.74 - $568.03 $48.4K - $60.2K
2.53K $1.44M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.09K
+ 8.61%
$83.97 - $92.85 $259K - $287K
39K $3.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
810
+ 27.61%
$82.96 - $110.1 $67.2K - $89.2K
3.74K $412K
DFAX
Dimensional ETF Tr
6
+ 0.02%
$23.37 - $29.39 $140 - $176
24.2K $711K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
789
+ 14.16%
$43.53 - $54.46 $34.3K - $43K
6.36K $346K
IYW
Ishares Dj Us Tech ETF

ETFs
35
+ 1.82%
$122.57 - $173.27 $4.29K - $6.06K
1.95K $338K
EFV
Msci Eafe Value ETF

ETFs
299
+ 3.26%
$52.4 - $64.65 $15.7K - $19.3K
9.47K $601K
AVUS
American Centy ETF Tr Avantis

ETFs
10
+ 0.31%
$81.38 - $100.82 $814 - $1.01K
3.21K $323K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
563
+ 5.96%
$45.12 - $46.23 $25.4K - $26K
10K $462K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
621
+ 4.47%
$22.68 - $23.28 $14.1K - $14.5K
14.5K $336K
MBB
Ishares Tr

ETFs
116
+ 4.05%
$91.41 - $94.22 $10.6K - $10.9K
2.98K $279K
Capital Group Conservative E
11.2K
+ 9.6%
N/A
128K $0
CGMS
Capital Grp Core Plus Income E
2.77K
+ 34.16%
N/A
10.9K $0
Dimensional ETF Trust
18.5K
+ 8.14%
N/A
246K $0
Capital Grp Fixed Incm ETF T
25
+ 0.23%
N/A
11.1K $0
CGMU
Capital Group Core Plus Income
20
+ 0.12%
N/A
16.1K $0
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
126
+ 1.11%
$13.63 - $14.4 $1.72K - $1.81K
11.5K $161K
OC
Owens Corning

Industrials
4
+ 0.22%
$126.32 - $147.75 $505 - $591
1.81K $249K
XOM
Exxon Mobil Corp

Energy
3
+ 0.07%
$99.93 - $119.04 $300 - $357
4.06K $437K
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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