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

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

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

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

MidWestOne Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 4,435 shares — an estimated $535K sold.

MidWestOne Financial Group first reported a position in IVW in Q2 2021 and held it in 18 quarters. The position peaked at $535K in Q3 2025. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

MidWestOne Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
MidWestOne Financial Group sold 4,435 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $535K.
MidWestOne Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 18 quarters.
MidWestOne Financial Group's iShares S&P 500 Growth ETF position peaked at $535K in Q3 2025.
2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

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