MidWestOne Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

MidWestOne Financial Group’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,198	Closed	-$514K	–	290
2024 Q4	$514K	Sell	10,198 -10,337	-50%	-$534K	0.07%	206
2024 Q3	$976K	Sell	20,535 -14,822	-42%	-$682K	0.13%	156
2024 Q2	$1.47M	Buy	35,357 +848	+2%	+$35.1K	0.26%	100
2024 Q1	$1.5M	Buy	34,509 +4,471	+15%	+$183K	0.27%	102
2023 Q4	$1.26M	Sell	30,038 -15,627	-34%	-$561K	0.24%	104
2023 Q3	$1.53M	Buy	45,665 +7,736	+20%	+$278K	0.35%	71
2023 Q2	$1.28M	Buy	37,929 +22,279	+142%	+$749K	0.28%	95
2023 Q1	$560K	Buy	+15,650	New	+$731K	0.13%	176

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MidWestOne Financial Group's IAT Position: Q1 2025 in Review

MidWestOne Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 10,198 shares — an estimated $514K sold.

MidWestOne Financial Group first reported a position in IAT in Q1 2023 and held it in 8 quarters. The position peaked at $1.53M in Q3 2023. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

MidWestOne Financial Group reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
MidWestOne Financial Group sold 10,198 iShares US Regional Banks ETF shares in Q1 2025, an estimated $514K.
MidWestOne Financial Group first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 8 quarters.
MidWestOne Financial Group's iShares US Regional Banks ETF position peaked at $1.53M in Q3 2023.
185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on MidWestOne Financial Group's 13F filing for Q1 2025, filed 15 May 2025.