MidWestOne Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,435	Closed	-$535K	–	315
2025 Q3	$535K	Hold	4,435	–	–	0.07%	201
2025 Q2	$488K	Hold	4,435	–	–	0.06%	208
2025 Q1	$412K	Hold	4,435	–	–	0.06%	208
2024 Q4	$450K	Hold	4,435	–	–	0.06%	211
2024 Q3	$425K	Buy	4,435 +419	+10%	+$38.7K	0.06%	217
2024 Q2	$372K	Hold	4,016	–	–	0.07%	223
2024 Q1	$339K	Hold	4,016	–	–	0.06%	239
2023 Q4	$302K	Hold	4,016	–	–	0.06%	238
2023 Q3	$275K	Sell	4,016 -272	-6%	-$19.2K	0.06%	233
2023 Q2	$302K	Hold	4,288	–	–	0.07%	229
2023 Q1	$274K	Buy	4,288 +272	+7%	+$16.6K	0.06%	228
2022 Q4	$235K	Sell	4,016 -566	-12%	-$34K	0.05%	223
2022 Q3	$265K	Buy	4,582 +566	+14%	+$36.8K	0.07%	201
2022 Q2	$242K	Hold	4,016	–	–	0.06%	211
2022 Q1	$307K	Hold	4,016	–	–	0.07%	211
2021 Q4	$336K	Hold	4,016	–	–	0.07%	203
2021 Q3	$297K	Hold	4,016	–	–	0.07%	201
2021 Q2	$292K	Buy	+4,016	New	+$278K	0.07%	194