MFG
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MidWestOne Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

MidWestOne Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.42M Hold
6,452
– – 0.49% 39
2025
Q3 		$4.32M Hold
6,452
– – 0.52% 38
2025
Q2 		$4.01M Sell
6,452
-40
-0.6% -$23K 0.52% 39
2025
Q1 		$3.65M Hold
6,492
– – 0.52% 38
2024
Q4 		$3.82M Sell
6,492
-497
-7% -$294K 0.54% 34
2024
Q3 		$4.03M Buy
6,989
+39
+0.6% +$21.7K 0.56% 31
2024
Q2 		$3.8M Hold
6,950
– – 0.69% 31
2024
Q1 		$3.65M Sell
6,950
-95
-1% -$47.5K 0.66% 32
2023
Q4 		$3.36M Buy
7,045
+2,474
+54% +$1.11M 0.64% 32
2023
Q3 		$1.96M Sell
4,571
-570
-11% -$255K 0.44% 55
2023
Q2 		$2.29M Buy
5,141
+1,795
+54% +$756K 0.5% 47
2023
Q1 		$1.38M Buy
3,346
+1,058
+46% +$424K 0.31% 76
2022
Q4 		$879K Buy
2,288
+1,690
+283% +$652K 0.2% 123
2022
Q3 		$214K Buy
+598
New +$239K 0.05% 220
2022
Q2 		– Sell
-2,829
Closed -$1.28M – 231
2022
Q1 		$1.28M Sell
2,829
-262
-8% -$117K 0.28% 86
2021
Q4 		$1.47M Hold
3,091
– – 0.31% 77
2021
Q3 		$1.33M Hold
3,091
– – 0.31% 71
2021
Q2 		$1.33M Sell
3,091
-257
-8% -$108K 0.31% 80
2021
Q1 		$1.33M Hold
3,348
– – 0.32% 70
2020
Q4 		$1.26M Hold
3,348
– – 0.34% 66
2020
Q3 		$1.13M Hold
3,348
– – 0.37% 66
2020
Q2 		$1.04M Sell
3,348
-27
-0.8% -$7.93K 0.43% 43
2020
Q1 		$872K Hold
3,375
– – 0.32% 73
2019
Q4 		$1.09M Buy
+3,375
New +$1.04M 0.23% 80

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MidWestOne Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2025 at 6,452 shares worth $4.42M. The position accounts for 0.49% of the portfolio, ranked #39.

MidWestOne Financial Group first reported a position in IVV in Q4 2019 and has held it in 24 quarters since. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • MidWestOne Financial Group held 6,452 shares of iShares Core S&P 500 ETF worth $4.42M as of Q4 2025.
  • MidWestOne Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q4 2025.
  • iShares Core S&P 500 ETF made up 0.49% of MidWestOne Financial Group's portfolio in Q4 2025, its #39 holding.
  • MidWestOne Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

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