Midwestone Financial Group, Inc.
CIK Number: 0001412665
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MOFG | MidWestOne Fina... | 28.34 | +0.25% | 4.06M | -0.06% | 116.73M | 28.04 | 15.16% | Share |
| 2 | SCHV | Schwab U.S. Lar... | 29.15 | -0.07% | 1.13M | -1.72% | 31.21M | 25.47 | 4.05% | Share |
| 3 | VONG | Vanguard Russel... | 121.36 | +0.12% | 277.1K | +4.93% | 30.26M | 91.38 | 3.93% | Share |
| 4 | AAPL | Apple Inc. | 257.13 | +0.66% | 132.67K | -0.49% | 27.22M | 77.31 | 3.53% | Share |
| 5 | SPLG | SPDR Portfolio ... | 78.72 | +0.11% | 309.7K | +0.49% | 22.51M | 66.66 | 2.92% | Share |
| 6 | IEFA | iShares Core MS... | 88.08 | +0.20% | 260.2K | +10.95% | 21.72M | 74.88 | 2.82% | Share |
| 7 | VCLT | Vanguard Long-T... | 77.85 | +0.28% | 219.59K | -26.27% | 16.67M | 79.19 | 2.16% | Share |
| 8 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 30.19K | -1.28% | 15.02M | 189.31 | 1.95% | Share |
| 9 | SCHB | Schwab U.S. Bro... | 25.84 | +0.14% | 580.24K | +100.00% | 13.83M | 23.83 | 1.80% | Share |
| 10 | AGG | iShares Core U.... | 100.29 | +0.11% | 132.16K | +0.23% | 13.11M | 100.76 | 1.70% | Share |
| 11 | SPAB | SPDR Portfolio ... | 25.86 | +0.10% | 436.49K | +100.00% | 11.17M | 25.6 | 1.45% | Share |
| 12 | VCSH | Vanguard Short-... | 79.80 | +0.01% | 118.11K | -10.99% | 9.39M | 79.46 | 1.22% | Share |
| 13 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 30.24K | +0.01% | 8.77M | 107.63 | 1.14% | Share |
| 14 | MU | Micron Technolo... | 183.75 | +0.88% | 66.61K | +0.82% | 8.21M | 75.4 | 1.07% | Share |
| 15 | META | Meta Platforms,... | 727.05 | +1.35% | 8.98K | +3.24% | 6.63M | 230.68 | 0.86% | Share |
| 16 | UTEN | US Treasury 10 ... | 44.30 | +0.16% | 150.27K | +100.00% | 6.6M | 43.9 | 0.86% | Share |
| 17 | ABBV | AbbVie Inc. | 236.58 | -3.19% | 33.32K | -2.8% | 6.18M | 97.1 | 0.80% | Share |
| 18 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 12.2K | +10.56% | 5.92M | 305.35 | 0.77% | Share |
| 19 | UMBF | UMB Financial C... | 118.30 | -0.02% | 56.12K | 0.00% | 5.9M | 101.1 | 0.77% | Share |
| 20 | AVGO | Broadcom Inc. | 338.18 | +1.44% | 21.34K | +0.05% | 5.88M | 42.83 | 0.76% | Share |
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