MidWestOne Financial Group’s IQVIA IQV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,989	Closed	-$313K	–	305
2025 Q2	$313K	Sell	1,989 -4,497	-69%	-$677K	0.04%	242
2025 Q1	$1.14M	Sell	6,486 -319	-5%	-$61.9K	0.16%	140
2024 Q4	$1.34M	Buy	6,805 +2,019	+42%	+$426K	0.19%	113
2024 Q3	$1.13M	Buy	4,786 +232	+5%	+$54.8K	0.16%	140
2024 Q2	$963K	Buy	4,554 +307	+7%	+$69.7K	0.17%	148
2024 Q1	$1.07M	Buy	4,247 +1,154	+37%	+$269K	0.19%	138
2023 Q4	$716K	Buy	3,093 +982	+47%	+$202K	0.14%	178
2023 Q3	$415K	Buy	2,111 +477	+29%	+$104K	0.09%	204
2023 Q2	$367K	Buy	1,634 +144	+10%	+$28.9K	0.08%	214
2023 Q1	$296K	Sell	1,490 -600	-29%	-$128K	0.07%	219
2022 Q4	$428K	Buy	+2,090	New	+$424K	0.1%	190

Other funds holding IQV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return