Advertisement
Screener

MidWestOne Financial Group, Inc. Current Holdings: USA ETF

Add as a preferred source on Google

MidWestOne Financial Group, Inc. current holdings: USA ETF

MidWestOne Financial Group, Inc. reported $0.35 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 83 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are SCHV, VONG, SPYM.

  • SCHV: Country of operation —; Class US LCAP VA ETF; Shares 1,189,268; Value $35,214,225.
  • VONG: Country of operation —; Class VNG RUS1000GRW; Shares 264,062; Value $32,149,549.
  • SPYM: Country of operation United States; Class STATE STREET SPD; Shares 309,089; Value $24,795,120.
  • MUB: Country of operation —; Class NATIONAL MUN ETF; Shares 227,052; Value $24,319,540.

Form 13F-HR as filed (SEC CIK 1412665): quarter ended 2025-12-31, filed 2026-02-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
SCHV
SCHWAB STRATEGIC TR		US LCAP VA ETF1,189,268$35,214,2252025-12-312026-02-12
VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW264,062$32,149,5492025-12-312026-02-12
SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD309,089$24,795,1202025-12-312026-02-12
MUB
ISHARES TR		NATIONAL MUN ETF227,052$24,319,5402025-12-312026-02-12
IEFA
ISHARES TR		CORE MSCI EAFE268,262$23,998,7182025-12-312026-02-12
SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF720,616$18,901,7582025-12-312026-02-12
SPAB
SPDR SERIES TRUST		STATE STREET SPD631,343$16,257,0822025-12-312026-02-12
VCLT
VANGUARD SCOTTSDALE FDS		LG-TERM COR BD208,197$15,791,7422025-12-312026-02-12
AGG
ISHARES TR		CORE US AGGBD ET145,786$14,561,1062025-12-312026-02-12
VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD178,381$14,222,3172025-12-312026-02-12
MLN
VANECK ETF TRUST		LONG MUNI ETF369,222$6,472,8312025-12-312026-02-12
VUSB
VANGUARD BD INDEX FDS		VANGUARD ULTRA107,413$5,353,4642025-12-312026-02-12
SPY
SPDR S&P 500 ETF TR		TR UNIT7,753$5,286,9252025-12-312026-02-12
VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP56,665$4,745,6942025-12-312026-02-12
XLU
SELECT SECTOR SPDR TR		STATE STREET UTI110,452$4,715,1962025-12-312026-02-12
SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD105,611$4,690,1852025-12-312026-02-12
IVV
ISHARES TR		CORE S&P500 ETF6,452$4,419,2332025-12-312026-02-12
FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL94,731$4,282,7892025-12-312026-02-12
VO
VANGUARD INDEX FDS		MID CAP ETF14,734$4,276,1012025-12-312026-02-12
DIVB
ISHARES TR		CORE DIVID ETF76,320$4,056,4082025-12-312026-02-12
JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM66,708$3,818,3662025-12-312026-02-12
SMB
VANECK ETF TRUST		VANECK SHRT MUNI206,858$3,601,3982025-12-312026-02-12
DIVO
AMPLIFY ETF TR		CWP ENHANCED DIV76,312$3,395,8842025-12-312026-02-12
IEMG
ISHARES INC		CORE MSCI EMKT46,988$3,158,5332025-12-312026-02-12
EMB
ISHARES TR		JPMORGAN USD EMG29,835$2,872,5142025-12-312026-02-12
IUSG
ISHARES TR		CORE S&P US GWT16,137$2,710,0482025-12-312026-02-12
VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS3,915$2,455,2142025-12-312026-02-12
VB
VANGUARD INDEX FDS		SMALL CP ETF9,311$2,401,7722025-12-312026-02-12
QQQ
INVESCO QQQ TR		UNIT SER 13,884$2,385,9802025-12-312026-02-12+17.39%
JPLD
J P MORGAN EXCHANGE TRADED F		JPMORGAM LTD DUR43,841$2,294,5772025-12-312026-02-12
JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF44,531$2,248,8162025-12-312026-02-12
JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM35,161$2,043,5572025-12-312026-02-12
MBB
ISHARES TR		MBS ETF21,334$2,031,4232025-12-312026-02-12
FEZ
SPDR INDEX SHS FDS		EURO STOXX 5031,157$2,006,1992025-12-312026-02-12
SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF79,156$1,902,9102025-12-312026-02-12
VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP9,910$1,757,7372025-12-312026-02-12
LQD
ISHARES TR		IBOXX INV CP ETF15,667$1,726,3472025-12-312026-02-12
VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP6,148$1,716,1532025-12-312026-02-12
HDEF
DBX ETF TR		XTRACK MSCI EAFE55,295$1,713,5922025-12-312026-02-12
EFA
ISHARES TR		MSCI EAFE ETF17,187$1,650,4682025-12-312026-02-12
IWR
ISHARES TR		RUS MID CAP ETF17,130$1,649,1052025-12-312026-02-12
SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ59,826$1,641,0272025-12-312026-02-12
XLF
SELECT SECTOR SPDR TR		STATE STREET FIN28,588$1,565,7652025-12-312026-02-12
IWV
ISHARES TR		RUSSELL 3000 ETF3,856$1,491,6942025-12-312026-02-12
VTWV
VANGUARD SCOTTSDALE FDS		VNG RUS2000VAL8,482$1,356,5262025-12-312026-02-12
JNK
SPDR SERIES TRUST		STATE STREET SPD13,898$1,351,0252025-12-312026-02-12
IWM
ISHARES TR		RUSSELL 2000 ETF5,281$1,299,9712025-12-312026-02-12
IWP
ISHARES TR		RUS MD CP GR ETF9,378$1,284,2232025-12-312026-02-12
VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT18,691$1,167,6272025-12-312026-02-12
VTWG
VANGUARD SCOTTSDALE FDS		VNG RUS2000GRW4,909$1,158,4752025-12-312026-02-12
VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF8,156$1,150,4852025-12-312026-02-12
UTEN
RBB FD INC		US TREASR 10 YR25,050$1,103,5712025-12-312026-02-12
REET
ISHARES TR		GLOBAL REIT ETF43,071$1,074,6212025-12-312026-02-12
SCHP
SCHWAB STRATEGIC TR		US TIPS ETF40,390$1,069,9312025-12-312026-02-12
PZA
INVESCO EXCH TRADED FD TR II		NATL AMT MUNI45,260$1,049,5792025-12-312026-02-12
CQQQ
INVESCO EXCH TRADED FD TR II		CHINA TECHNLGY20,136$1,047,0722025-12-312026-02-12
HYMB
SPDR SERIES TRUST		STATE STREET SPD39,884$994,7072025-12-312026-02-12
VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD19,310$971,1002025-12-312026-02-12
URNM
SPROTT FDS TR		URANIUM MINERS E15,351$842,6162025-12-312026-02-12
ITB
ISHARES TR		US HOME CONS ETF7,020$676,0262025-12-312026-02-12
KWEB
KRANESHARES TRUST		CSI CHI INTERNET18,327$624,0342025-12-312026-02-12
EFG
ISHARES TR		EAFE GRWTH ETF5,365$611,1812025-12-312026-02-12
VBK
VANGUARD INDEX FDS		SML CP GRW ETF1,972$595,7612025-12-312026-02-12
EFV
ISHARES TR		EAFE VALUE ETF8,321$594,2032025-12-312026-02-12
VTI
VANGUARD INDEX FDS		TOTAL STK MKT1,706$571,9712025-12-312026-02-12
VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF10,468$562,7602025-12-312026-02-12
VUG
VANGUARD INDEX FDS		GROWTH ETF1,080$526,8892025-12-312026-02-12
VBR
VANGUARD INDEX FDS		SM CP VAL ETF2,397$507,6612025-12-312026-02-12
DFIV
DIMENSIONAL ETF TRUST		INTERNATNAL VAL9,171$457,6332025-12-312026-02-12
IWO
ISHARES TR		RUS 2000 GRW ETF1,372$443,1702025-12-312026-02-12
BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT5,408$400,5712025-12-312026-02-12
SPHQ
INVESCO EXCHANGE TRADED FD T		S&P500 QUALITY5,045$378,6272025-12-312026-02-12
GPIX
GOLDMAN SACHS ETF TR		S&P 500 PREMIUM6,850$361,6802025-12-312026-02-12
HYD
VANECK ETF TRUST		HIGH YLD MUNIETF6,603$337,5452025-12-312026-02-12
GOVT
ISHARES TR		US TREAS BD ETF14,172$326,3102025-12-312026-02-12
IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT6,568$326,1012025-12-312026-02-12
SPMO
INVESCO EXCH TRADED FD TR II		S&P 500 MOMNTM2,713$323,7152025-12-312026-02-12
DFGR
DIMENSIONAL ETF TRUST		GLOBAL REAL EST11,800$311,7562025-12-312026-02-12
FUTY
FIDELITY COVINGTON TRUST		MSCI UTILS INDEX5,500$303,7102025-12-312026-02-12
XLV
SELECT SECTOR SPDR TR		STATE STREET HEA1,544$239,0112025-12-312026-02-12
IJR
ISHARES TR		CORE S&P SCP ETF1,840$221,1312025-12-312026-02-12
SCHH
SCHWAB STRATEGIC TR		US REIT ETF10,244$213,9972025-12-312026-02-12
DSM
BNY MELLON STRATEGIC MUN BD		COM12,214$75,3602025-12-312026-02-12

Similar Firms

Firm NameCountry13F ValueHoldings
ISTHMUS PARTNERS, LLCUnited States$0.901B214
DENALI ADVISORS LLCUnited States$0.901B321
ATLAS CAPITAL ADVISORS INC.United States$0.900B1,040
HSG Holding LtdHong Kong$0.902B25
Sendero Wealth Management, LLCUnited States$0.902B314
Provenance Wealth Advisors, LLCUnited States$0.902B419
CALEDONIA INVESTMENTS PLCUnited Kingdom$0.902B15
Gateway Wealth Partners, LLCUnited States$0.898B459
Informed Momentum Co LLCUnited States$0.898B268
Goldstone Financial Group, LLCUnited States$0.898B219
Advertisement