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

MidWestOne Financial Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.65M Sell
17,130
-1,003
-6% -$96.4K 0.18% 112
2025
Q3 		$1.75M Hold
18,133
– – 0.21% 104
2025
Q2 		$1.67M Sell
18,133
-58
-0.3% -$5.01K 0.22% 107
2025
Q1 		$1.55M Hold
18,191
– – 0.22% 107
2024
Q4 		$1.61M Sell
18,191
-536
-3% -$48.6K 0.23% 94
2024
Q3 		$1.65M Buy
18,727
+701
+4% +$59.1K 0.23% 100
2024
Q2 		$1.46M Buy
18,026
+862
+5% +$70.2K 0.26% 101
2024
Q1 		$1.44M Hold
17,164
– – 0.26% 105
2023
Q4 		$1.33M Buy
17,164
+4,122
+32% +$293K 0.25% 99
2023
Q3 		$903K Buy
13,042
+3,071
+31% +$224K 0.2% 127
2023
Q2 		$728K Buy
9,971
+19
+0.2% +$1.32K 0.16% 167
2023
Q1 		$696K Buy
9,952
+3,732
+60% +$264K 0.16% 155
2022
Q4 		$420K Buy
+6,220
New +$419K 0.09% 195
2022
Q2 		– Sell
-2,640
Closed -$206K – 232
2022
Q1 		$206K Buy
+2,640
New +$203K 0.04% 233

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MidWestOne Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q4 2025, selling an estimated $96.4K and leaving 17,130 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #112.

MidWestOne Financial Group first reported a position in IWR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • MidWestOne Financial Group held 17,130 shares of iShares Russell Mid-Cap ETF worth $1.65M as of Q4 2025.
  • MidWestOne Financial Group sold 1,003 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $96.4K.
  • iShares Russell Mid-Cap ETF made up 0.18% of MidWestOne Financial Group's portfolio in Q4 2025, its #112 holding.
  • MidWestOne Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • MidWestOne Financial Group's iShares Russell Mid-Cap ETF position peaked at $1.75M in Q3 2025.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

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