IFP Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-8
Closed -$394 5236
2026
Q1
$394 Hold
8
﹤0.01% 4477
2025
Q4
$308 Sell
8
-67
-89% -$2.44K ﹤0.01% 4398
2025
Q3
$2.12K Buy
75
+38
+103% +$1.11K ﹤0.01% 3667
2025
Q2
$3.42K Buy
+37
New +$1.04K ﹤0.01% 3619
2017
Q4
Sell
-100
Closed -$3K 3986
2017
Q3
$3K Hold
100
﹤0.01% 3630
2017
Q2
$3K Hold
100
﹤0.01% 3629
2017
Q1
$3K Hold
100
﹤0.01% 3541
2016
Q4
$4K Buy
+100
New +$3.33K ﹤0.01% 3407

Other funds holding MOFG

IFP Advisors's MOFG Position: Q2 2026 in Review

IFP Advisors sold out of MidWestOne Financial Group (MOFG) in Q2 2026, closing a stake of 8 shares — an estimated $394 sold.

IFP Advisors first reported a position in MOFG in Q4 2016 and held it in 8 quarters. The position peaked at $4K in Q4 2016. 1 fund tracked by Wall St. Rank holds MOFG as of Q2 2026.

  • IFP Advisors reported no remaining MidWestOne Financial Group position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 8 MidWestOne Financial Group shares in Q2 2026, an estimated $394.
  • IFP Advisors first reported a position in MidWestOne Financial Group in Q4 2016 and held it in 8 quarters.
  • IFP Advisors's MidWestOne Financial Group position peaked at $4K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.