StockDriftsStockDriftsTop 50 Midwestone Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOFG | MIDWESTONE FINL GROUP INC NE | 17.4% | 4.05M | $156.1M | -0.04%(-1.71K) | $25.53(+93.11%) | 2025-12-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.93% | 1.19M | $35.2M | +3.42%(+39.31K) | $25.02(+26.62%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.91% | 129.0K | $35.1M | -2.42%(-3.20K) | $88.14(+202.27%) | 2025-12-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 3.58% | 264.1K | $32.1M | +1.07%(+2.81K) | $90.03(+34.01%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 2.76% | 309.1K | $24.8M | +2.40%(+7.25K) | $65.19(+26.37%) | 2025-12-31 | |
| MUB | ISHARES TR | 2.71% | 227.1K | $24.3M | +394.35%(+181.12K) | $107.11(-0.21%) | 2025-12-31 | |
| IEFA | ISHARES TR | 2.68% | 268.3K | $24.0M | +2.89%(+7.54K) | $73.80(+30.67%) | 2025-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.11% | 720.6K | $18.9M | +19.17%(+115.90K) | $23.24(+16.20%) | 2025-12-31 | |
| SPAB | SPDR SERIES TRUST | 1.81% | 631.3K | $16.3M | +28.60%(+140.40K) | $25.62(+0.32%) | 2025-12-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 1.76% | 208.2K | $15.8M | -15.55%(-38.34K) | $77.89(-2.75%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.00% | +33.10% |
| Top 20 Holdings Unweighted | +15.66% | +54.73% |
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