MFG
IUSG icon

MidWestOne Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MidWestOne Financial Group’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.71M Buy
16,137
+120
+0.7% +$20K 0.3% 70
2025
Q3 		$2.64M Hold
16,017
– – 0.32% 73
2025
Q2 		$2.41M Sell
16,017
-2,070
-11% -$281K 0.31% 71
2025
Q1 		$2.3M Sell
18,087
-2,636
-13% -$365K 0.33% 70
2024
Q4 		$2.89M Sell
20,723
-5,656
-21% -$776K 0.41% 55
2024
Q3 		$3.48M Sell
26,379
-5,319
-17% -$676K 0.48% 39
2024
Q2 		$4.04M Sell
31,698
-1,467
-4% -$175K 0.73% 24
2024
Q1 		$3.89M Sell
33,165
-15,635
-32% -$1.74M 0.7% 25
2023
Q4 		$5.08M Buy
48,800
+7,770
+19% +$765K 0.97% 7
2023
Q3 		$3.89M Sell
41,030
-7,694
-16% -$755K 0.88% 14
2023
Q2 		$4.76M Buy
48,724
+1,362
+3% +$125K 1.03% 8
2023
Q1 		$4.2M Buy
47,362
+1,544
+3% +$131K 0.95% 9
2022
Q4 		$3.74M Buy
45,818
+7,137
+18% +$596K 0.83% 11
2022
Q3 		$3.1M Buy
38,681
+11,939
+45% +$1.08M 0.79% 14
2022
Q2 		$2.24M Buy
26,742
+2,045
+8% +$187K 0.55% 31
2022
Q1 		$2.61M Sell
24,697
-1,915
-7% -$199K 0.56% 26
2021
Q4 		$3.08M Buy
26,612
+2,054
+8% +$229K 0.65% 20
2021
Q3 		$2.52M Buy
24,558
+254
+1% +$26.8K 0.59% 27
2021
Q2 		$2.45M Buy
24,304
+194
+0.8% +$18.7K 0.58% 33
2021
Q1 		$2.19M Buy
24,110
+1,847
+8% +$166K 0.53% 38
2020
Q4 		$1.98M Sell
22,263
-1,330
-6% -$112K 0.54% 39
2020
Q3 		$1.89M Buy
23,593
+8,325
+55% +$652K 0.63% 32
2020
Q2 		$1.1M Sell
15,268
-619
-4% -$41.1K 0.46% 38
2020
Q1 		$907K Buy
15,887
+9,376
+144% +$617K 0.33% 71
2019
Q4 		$440K Buy
6,511
+961
+17% +$62.3K 0.09% 165
2019
Q3 		$349K Buy
5,550
+131
+2% +$8.28K 0.11% 166
2019
Q2 		$340K Buy
+5,419
New +$333K 0.09% 195

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM

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

MidWestOne Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.75% in Q4 2025, buying an estimated $20K and bringing the position to 16,137 shares worth $2.71M. The position accounts for 0.3% of the portfolio, ranked #70.

MidWestOne Financial Group first reported a position in IUSG in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.08M in Q4 2023. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • MidWestOne Financial Group held 16,137 shares of iShares Core S&P US Growth ETF worth $2.71M as of Q4 2025.
  • MidWestOne Financial Group bought 120 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $20K.
  • iShares Core S&P US Growth ETF made up 0.3% of MidWestOne Financial Group's portfolio in Q4 2025, its #70 holding.
  • MidWestOne Financial Group first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's iShares Core S&P US Growth ETF position peaked at $5.08M in Q4 2023.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

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