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Home > Institutional Investor > Midwestone Financial Group, Inc. > Profile

Instuitional Investor - Midwestone Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Midwestone Financial Group, Inc.
Portfolio Value $704,131,057
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Midwestone Financial Group Inc.
 MOFG 4,059,787 $120,210,293 17.07%
2.
Schwab Strategic Trust
 FNDF 1,147,810 $30,508,790 4.33%
3.
Apple Inc.
 AAPL 133,327 $29,615,704 4.21%
4.
Vanguard Scottsdale Funds
 264,075 $24,503,519 3.48%
5.
Vanguard Scottsdale Funds
 297,849 $22,609,718 3.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)