Number of Shares
12,865.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
0.88%
Total Estimate Gain
$478,733.40
% of Total Estimate Gain
17.96%

Midwest Heritage Bank, FSB's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-06-30, Midwest Heritage Bank, FSB held 12,865.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $2.35 Mil. This investment constitutes 0.88% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2021Q4. And since then Midwest Heritage Bank, FSB has made 6 purchases of QUAL, at an average price of $145.45, for a total of 18,324.00 shares. In addition, there have been 8 sales at an average price of $136.99 for 5,459.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Midwest Heritage Bank, FSB's estimated gain on his QUAL holdings is $478,733.40, reflecting a 17.96% gain to date.

Midwest Heritage Bank, FSB QUAL ($186.25) Holding Chart

Midwest Heritage Bank, FSB QUAL ($186.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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