MidWestOne Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.28M	Hold	9,378	–	–	0.14%	134
2025 Q3	$1.34M	Hold	9,378	–	–	0.16%	128
2025 Q2	$1.3M	Hold	9,378	–	–	0.17%	128
2025 Q1	$1.1M	Sell	9,378 -680	-7%	-$87.4K	0.16%	141
2024 Q4	$1.27M	Sell	10,058 -259	-3%	-$32.9K	0.18%	120
2024 Q3	$1.21M	Hold	10,317	–	–	0.17%	133
2024 Q2	$1.14M	Hold	10,317	–	–	0.21%	130
2024 Q1	$1.18M	Hold	10,317	–	–	0.21%	129
2023 Q4	$1.08M	Buy	+10,317	New	+$978K	0.2%	121

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

MidWestOne Financial Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2025 at 9,378 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #134.

MidWestOne Financial Group first reported a position in IWP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.34M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

MidWestOne Financial Group held 9,378 shares of iShares Russell Mid-Cap Growth ETF worth $1.28M as of Q4 2025.
MidWestOne Financial Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 0.14% of MidWestOne Financial Group's portfolio in Q4 2025, its #134 holding.
MidWestOne Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
MidWestOne Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.34M in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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