MidWestOne Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,744	Closed	-$445K	–	292
2024 Q3	$445K	Sell	4,744 -108	-2%	-$9.79K	0.06%	211
2024 Q2	$442K	Buy	4,852 +256	+6%	+$21.9K	0.08%	212
2024 Q1	$387K	Hold	4,596	–	–	0.07%	230
2023 Q4	$348K	Buy	4,596 +440	+11%	+$31.1K	0.07%	228
2023 Q3	$276K	Sell	4,156 -820	-16%	-$56.6K	0.06%	231
2023 Q2	$342K	Hold	4,976	–	–	0.07%	217
2023 Q1	$304K	Sell	4,976 -348	-7%	-$20K	0.07%	216
2022 Q4	$285K	Buy	5,324 +348	+7%	+$19.1K	0.06%	218
2022 Q3	$262K	Buy	4,976 +68	+1%	+$4K	0.07%	205
2022 Q2	$268K	Sell	4,908 -1,284	-21%	-$77.1K	0.07%	202
2022 Q1	$430K	Sell	6,192 -76	-1%	-$5.19K	0.09%	185
2021 Q4	$479K	Buy	+6,268	New	+$465K	0.1%	179

Other funds holding IWF

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MidWestOne Financial Group's IWF Position: Q4 2024 in Review

MidWestOne Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 4,744 shares — an estimated $445K sold.

MidWestOne Financial Group first reported a position in IWF in Q4 2021 and held it in 12 quarters. The position peaked at $479K in Q4 2021. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

MidWestOne Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
MidWestOne Financial Group sold 4,744 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $445K.
MidWestOne Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 12 quarters.
MidWestOne Financial Group's iShares Russell 1000 Growth ETF position peaked at $479K in Q4 2021.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on MidWestOne Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.