MidWestOne Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,807	Closed	-$335K	–	292
2024 Q4	$335K	Sell	1,807 -2,323	-56%	-$446K	0.05%	234
2024 Q3	$784K	Hold	4,130	–	–	0.11%	182
2024 Q2	$721K	Hold	4,130	–	–	0.13%	183
2024 Q1	$740K	Sell	4,130 -60	-1%	-$10.2K	0.13%	183
2023 Q4	$692K	Buy	4,190 +642	+18%	+$99.1K	0.13%	182
2023 Q3	$539K	Sell	3,548 -88	-2%	-$14K	0.12%	186
2023 Q2	$574K	Buy	3,636 +31	+0.9%	+$4.74K	0.12%	192
2023 Q1	$549K	Sell	3,605 -120	-3%	-$18.5K	0.12%	179
2022 Q4	$565K	Buy	3,725 +120	+3%	+$18K	0.13%	168
2022 Q3	$490K	Sell	3,605 -16	-0.4%	-$2.4K	0.12%	158
2022 Q2	$525K	Sell	3,621 -308	-8%	-$48.2K	0.13%	156
2022 Q1	$652K	Hold	3,929	–	–	0.14%	158
2021 Q4	$660K	Buy	+3,929	New	+$644K	0.14%	156

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MidWestOne Financial Group's IWD Position: Q1 2025 in Review

MidWestOne Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 1,807 shares — an estimated $335K sold.

MidWestOne Financial Group first reported a position in IWD in Q4 2021 and held it in 13 quarters. The position peaked at $784K in Q3 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

MidWestOne Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
MidWestOne Financial Group sold 1,807 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $335K.
MidWestOne Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 13 quarters.
MidWestOne Financial Group's iShares Russell 1000 Value ETF position peaked at $784K in Q3 2024.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on MidWestOne Financial Group's 13F filing for Q1 2025, filed 15 May 2025.