Joe Mitchell Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed September 18, 2026. Includes 56 assets and 10 liabilities.

Year:

2026

Est. Net Worth

$6.5M

2026 candidate report

Total Assets

$4.9M - $22.2M

56 assets

Total Liabilities

$2.7M - $11.3M

10 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$12.8M (6)

Real Estate$375K (1)

ETFs$320K (42)

Bank & Cash$41K (2)

Mutual Funds$9K (2)

Stocks$0 (3)

All Assets (56)

Asset	Type	Owner	Value	Income
Boussi Lt & Mitchell Company (Iowa Real Estate Development, Management & Holdings) Iowa	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income
Emerald Cove LLC (Iowa Real Estate Development, Management & Holdings) Iowa	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
J Mitchell Real Estate LLC (Iowa Real Estate Development, Management & Holdings) Iowa	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent $1,000,001 - $5,000,000
Monroe Street Landing (Iowa Real Estate Development, Management & Holdings) Iowa	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent $1,000,001 - $5,000,000
BAM Development LLC (Iowa Real Estate Development, Management & Holdings) Iowa	LLC / Partnership	Self	$500,001 - $1,000,000	None
Fidelity Government Cash Reserves(FDRXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
iShares US Equity Factor Rotation Active ETF(DYNF)	ETFs	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
iShares Core S&P 500 ETF(IVV)	ETFs	Self	$15,001 - $50,000	Dividends, Capital Gains $201 - $1,000
Roth IRA ⇒ Blackrock ETF Trust iShares AI Innovation & Tech(BAI)	ETFs	Self	$1 - $1,000	Tax-Deferred
iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Fidelity Enhanced Large Cap Growth ETF(FELG)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth IRA ⇒ iShares US Equity Factor Rotation(DYNF)	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Invesco Exchange Traded FD TR II S&P 500	ETFs	Self	$1 - $1,000	Dividends $1 - $200
iShares Large Cap Value Active ETF	ETFs	Self	$1 - $1,000	Dividends $1 - $200
iShares S&P 100 ETF(OEF)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Roth IRA ⇒ iShares TR US AER DEF ETF(ITA)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Roth IRA ⇒ Legg Mason ETF Inv Franklin ILW	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Invesco Exchange Traded FD TR II S&P Intl	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Roth IRA ⇒ Fidelity Government Cash Reserves(FDRXX)	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Roth IRA ⇒ iShares Lg Cap Core Active ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Core S&P Total US Stock Market(ITOT)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares TR Eafe Value ETF(EFV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Principal Exchange Traded FDS Focused	ETFs	Self	$1,001 - $15,000	Dividends
Principal Exchange Traded FDS Quality ETF(PSET)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Principal Exchange Traded FDS PRNCPL VLU ETF	ETFs	Self	N/A	Dividends
Principal Exchange Traded FDS US Mega CP ETF(USMC)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
B&M Bank	Bank & Cash	Self	$1,001 - $15,000	Interest
Principal Exchange Traded FDS Intl Equity ETF	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Principal Exchange Traded Fds Prin US Sm Cap Multi Fct ETF(PSC)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth IRA ⇒ Fidelity Enhanced Large Cap Growth(FELG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Roth IRA ⇒ Invesco Exch Traded Fd TR II S&P 500 Momentum(SPMO)	ETFs	Self	$1 - $1,000	Tax-Deferred $1 - $200
Roth IRA ⇒ iShares Core MSCI Emerging Mkts ETF(IEMG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Roth IRA ⇒ Blackrock ETF Trust iShares A I Innovation & Tech ETF(BAI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Roth IRA ⇒ iShares Core S&P 500 ETF(IVV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Roth IRA ⇒ iShares S&P 100 ETF(OEF)	ETFs	Self	$1 - $1,000	Tax-Deferred $1 - $200
Roth IRA ⇒ iShares US Equity Factor Rotation Active ETF(DYNF)	ETFs	Self	$1 - $1,000	Tax-Deferred $1 - $200
First Midwest Bank Trust (Family Trust Rms)	Bank & Cash	Self	$15,001 - $50,000	Interest
Cedar Rapids Angel Investors (Iowa Angel Investment Group) Iowa	LLC / Partnership	Self	$15,001 - $50,000	None
Roth IRA ⇒ Blackrock ETF Trust iShares IN City ETF	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
American Eagle Outfitters Inc(AEO)	Stocks	Self	N/A	Dividends, Capital Gains
Fiesta Corp	Stocks	Self	N/A	None
Federal Natl Mtg Assn Pfd Ser T 8.25%(FNMAT)	Stocks	Self	N/A	Interest, Capital Gains
Invesco Exch Traded Fd TR DJ Ind Avg D	ETFs	Self	N/A	Dividends
iShares TR MSCI USA Qlt Fct(QUAL)	ETFs	Self	N/A	Dividends, Capital Gains
Legg Mason ETF Inv Franklin ILW	ETFs	Self	N/A	Dividends
Roth IRA ⇒ Blackrock ETF Trust iShares LAV ETF	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Roth IRA ⇒ Blackrock ETF Trust iShares Defense	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Roth IRA ⇒ Invesco Exch Traded Fd TR II S&P Intl	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Roth IRA ⇒ iShares TR MSCI USA Mom Fct(MTUM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Fidelity Quality Factor ETF(FQAL)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares TR MSCI USA Min Vol(USMV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares TR US AER DEF ETF(ITA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Blackrock ETF Trust iShares A I Innovation & Tech ETF(BAI)	ETFs	Self	$1,001 - $15,000	None
Blackrock ETF Trust iShares IN City ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Blackrock ETF Trust iShares LAV ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Residential Real Estate Clear Lake IA Clear Lake, IA, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000

Liabilities (10)

Creditor	Type	Amount	Rate	Term
Pilot Grove Savings Bank #1	other	$50,001 - $100,000	—	—
Pilot Grove Savings Bank #2	other	$50,001 - $100,000	—	—
Pilot Grove Savings Bank #3	other	$100,001 - $250,000	—	—
Farmers & Merchants #1	other	$50,001 - $100,000	—	—
Farmers & Merchants #2	other	$50,001 - $100,000	—	—
Farmers and Merchants #3	mortgage	$50,001 - $100,000	—	—
Farmers and Merchants #4	mortgage	$50,001 - $100,000	—	—
Farmers & Merchants #5	mortgage	$1,000,001 - $5,000,000	—	—
Farmers & Merchants #6	mortgage	$1,000,001 - $5,000,000	—	—
United Fidelity (Fannie Mae)	mortgage	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).