Investment Advisory Services’s MidWestOne Financial Group MOFG Stock Holding History

Investment Advisory Services’s Portfolio MOFG Stock Details MOFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,000	Closed	-$255K	–	128
2025 Q3	$255K	Hold	9,000	–	–	0.08%	108
2025 Q2	$259K	Hold	9,000	–	–	0.09%	105
2025 Q1	$266K	Hold	9,000	–	–	0.1%	99
2024 Q4	$262K	Hold	9,000	–	–	0.09%	99
2024 Q3	$257K	Hold	9,000	–	–	0.09%	107
2024 Q2	$202K	Hold	9,000	–	–	0.07%	116
2024 Q1	$211K	Hold	9,000	–	–	0.08%	113
2023 Q4	$242K	Buy	+9,000	New	+$200K	0.1%	102
2023 Q2	–	Sell	-9,000	Closed	-$220K	–	105
2023 Q1	$220K	Hold	9,000	–	–	0.11%	93
2022 Q4	$286K	Hold	9,000	–	–	0.15%	87
2022 Q3	$246K	Hold	9,000	–	–	0.15%	87
2022 Q2	$267K	Buy	+9,000	New	+$272K	0.15%	88
2021 Q4	–	Sell	-9,000	Closed	-$271K	–	95
2021 Q3	$271K	Hold	9,000	–	–	0.17%	86
2021 Q2	$259K	Buy	+9,000	New	+$277K	0.16%	83
2020 Q4	$221K	Buy	+9,000	New	+$205K	0.15%	82
2020 Q1	–	Sell	-9,000	Closed	-$326K	–	72
2019 Q4	$326K	Buy	+9,000	New	+$301K	0.29%	55

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Investment Advisory Services's MOFG Position: Q4 2025 in Review

Investment Advisory Services sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 9,000 shares — an estimated $255K sold.

Investment Advisory Services first reported a position in MOFG in Q4 2019 and held it in 16 quarters. The position peaked at $326K in Q4 2019. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

Investment Advisory Services reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
Investment Advisory Services sold 9,000 MidWestOne Financial Group shares in Q4 2025, an estimated $255K.
Investment Advisory Services first reported a position in MidWestOne Financial Group in Q4 2019 and held it in 16 quarters.
Investment Advisory Services's MidWestOne Financial Group position peaked at $326K in Q4 2019.
144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Investment Advisory Services's 13F filing for Q4 2025, filed 22 Jan 2026.