MidWestOne Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.49M	Hold	3,856	–	–	0.17%	118
2025 Q3	$1.46M	Hold	3,856	–	–	0.18%	121
2025 Q2	$1.35M	Hold	3,856	–	–	0.18%	123
2025 Q1	$1.22M	Hold	3,856	–	–	0.17%	127
2024 Q4	$1.29M	Hold	3,856	–	–	0.18%	118
2024 Q3	$1.26M	Hold	3,856	–	–	0.17%	125
2024 Q2	$1.19M	Buy	+3,856	New	+$1.15M	0.21%	122

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

MidWestOne Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q4 2025 at 3,856 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #118.

MidWestOne Financial Group first reported a position in IWV in Q2 2024 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

MidWestOne Financial Group held 3,856 shares of iShares Russell 3000 ETF worth $1.49M as of Q4 2025.
MidWestOne Financial Group left its iShares Russell 3000 ETF share count unchanged in Q4 2025.
iShares Russell 3000 ETF made up 0.17% of MidWestOne Financial Group's portfolio in Q4 2025, its #118 holding.
MidWestOne Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 7 quarters since.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

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