MidWestOne Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$221K	Hold	1,840	–	–	0.02%	290
2025 Q3	$219K	Hold	1,840	–	–	0.03%	287
2025 Q2	$201K	Buy	+1,840	New	+$190K	0.03%	284
2025 Q1	–	Sell	-1,840	Closed	-$212K	–	291
2024 Q4	$212K	Sell	1,840 -270	-13%	-$32.3K	0.03%	275
2024 Q3	$247K	Hold	2,110	–	–	0.03%	263
2024 Q2	$225K	Hold	2,110	–	–	0.04%	274
2024 Q1	$233K	Hold	2,110	–	–	0.04%	273
2023 Q4	$228K	Buy	+2,110	New	+$203K	0.04%	263
2023 Q3	–	Sell	-2,380	Closed	-$237K	–	280
2023 Q2	$237K	Hold	2,380	–	–	0.05%	245
2023 Q1	$230K	Buy	+2,380	New	+$238K	0.05%	242
2022 Q4	–	Sell	-2,380	Closed	-$208K	–	242
2022 Q3	$208K	Buy	+2,380	New	+$231K	0.05%	222
2022 Q1	–	Sell	-1,989	Closed	-$228K	–	247
2021 Q4	$228K	Buy	+1,989	New	+$227K	0.05%	228

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MidWestOne Financial Group's IJR Position: Q4 2025 in Review

MidWestOne Financial Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2025 at 1,840 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #290.

MidWestOne Financial Group first reported a position in IJR in Q4 2021 and has held it in 12 quarters since. The position peaked at $247K in Q3 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

MidWestOne Financial Group held 1,840 shares of iShares Core S&P Small-Cap ETF worth $221K as of Q4 2025.
MidWestOne Financial Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Small-Cap ETF made up 0.02% of MidWestOne Financial Group's portfolio in Q4 2025, its #290 holding.
MidWestOne Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
MidWestOne Financial Group's iShares Core S&P Small-Cap ETF position peaked at $247K in Q3 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.