MidWestOne Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$443K	Hold	1,372	–	–	0.05%	216
2025 Q3	$439K	Sell	1,372 -88	-6%	-$26.5K	0.05%	213
2025 Q2	$417K	Hold	1,460	–	–	0.05%	215
2025 Q1	$373K	Sell	1,460 -19	-1%	-$5.36K	0.05%	214
2024 Q4	$426K	Hold	1,479	–	–	0.06%	216
2024 Q3	$420K	Hold	1,479	–	–	0.06%	219
2024 Q2	$388K	Hold	1,479	–	–	0.07%	220
2024 Q1	$401K	Hold	1,479	–	–	0.07%	227
2023 Q4	$373K	Buy	+1,479	New	+$333K	0.07%	221

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MidWestOne Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 1,372 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #216.

MidWestOne Financial Group first reported a position in IWO in Q4 2023 and has held it in 9 quarters since. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

MidWestOne Financial Group held 1,372 shares of iShares Russell 2000 Growth ETF worth $443K as of Q4 2025.
MidWestOne Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 2000 Growth ETF made up 0.05% of MidWestOne Financial Group's portfolio in Q4 2025, its #216 holding.
MidWestOne Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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