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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,650	Closed	-$230K	–	316
2025 Q3	$230K	Hold	1,650	–	–	0.03%	284
2025 Q2	$218K	Sell	1,650 -19	-1%	-$2.38K	0.03%	275
2025 Q1	$210K	Sell	1,669 -395	-19%	-$51.4K	0.03%	267
2024 Q4	$267K	Sell	2,064 -1,223	-37%	-$164K	0.04%	254
2024 Q3	$435K	Buy	3,287 +342	+12%	+$43.2K	0.06%	213
2024 Q2	$356K	Sell	2,945 -8	-0.3%	-$972	0.06%	228
2024 Q1	$370K	Hold	2,953	–	–	0.07%	232
2023 Q4	$343K	Buy	2,953 +386	+15%	+$41.1K	0.07%	231
2023 Q3	$268K	Sell	2,567 -393	-13%	-$43.3K	0.06%	234
2023 Q2	$325K	Buy	2,960 +12	+0.4%	+$1.26K	0.07%	222
2023 Q1	$313K	Buy	2,948 +607	+26%	+$66.2K	0.07%	213
2022 Q4	$247K	Buy	+2,341	New	+$246K	0.06%	222

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MidWestOne Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 1,650 shares — an estimated $230K sold.

MidWestOne Financial Group first reported a position in IWS in Q4 2022 and held it in 12 quarters. The position peaked at $435K in Q3 2024. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

MidWestOne Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
MidWestOne Financial Group sold 1,650 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $230K.
MidWestOne Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 12 quarters.
MidWestOne Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $435K in Q3 2024.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

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