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Associated Banc-Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Associated Banc-Corp’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.51M Sell
35,152
-1,149
-3% -$252K 0.2% 106
2025
Q4 		$7.64M Sell
36,301
-600
-2% -$124K 0.2% 102
2025
Q3 		$7.51M Sell
36,901
-2,001
-5% -$398K 0.2% 99
2025
Q2 		$7.56M Sell
38,902
-953
-2% -$176K 0.21% 97
2025
Q1 		$7.5M Sell
39,855
-185
-0.5% -$35.2K 0.23% 92
2024
Q4 		$7.41M Buy
40,040
+150
+0.4% +$28.8K 0.22% 96
2024
Q3 		$7.57M Buy
39,890
+384
+1% +$70K 0.22% 98
2024
Q2 		$6.89M Buy
39,506
+1,543
+4% +$270K 0.21% 97
2024
Q1 		$6.8M Sell
37,963
-859
-2% -$145K 0.22% 104
2023
Q4 		$6.42M Sell
38,822
-906
-2% -$140K 0.22% 100
2023
Q3 		$6.03M Buy
39,728
+15
+0% +$2.38K 0.23% 94
2023
Q2 		$6.27M Sell
39,713
-1,779
-4% -$272K 0.24% 95
2023
Q1 		$6.32M Buy
41,492
+206
+0.5% +$31.8K 0.25% 94
2022
Q4 		$6.26M Buy
41,286
+390
+1% +$58.4K 0.26% 97
2022
Q3 		$5.56M Buy
40,896
+215
+0.5% +$32.3K 0.26% 94
2022
Q2 		$5.9M Buy
40,681
+324
+0.8% +$50.7K 0.26% 94
2022
Q1 		$6.7M Buy
40,357
+431
+1% +$70.8K 0.26% 92
2021
Q4 		$6.71M Buy
39,926
+92
+0.2% +$15.1K 0.25% 93
2021
Q3 		$6.23M Sell
39,834
-74
-0.2% -$11.9K 0.25% 95
2021
Q2 		$6.33M Sell
39,908
-1,385
-3% -$219K 0.25% 99
2021
Q1 		$4.09M Sell
41,293
-13,740
-25% -$1.99M 0.25% 89
2020
Q4 		$7.52M Sell
55,033
-577
-1% -$74K 0.29% 87
2020
Q3 		$6.57M Sell
55,610
-1,395
-2% -$165K 0.28% 90
2020
Q2 		$6.42M Sell
57,005
-512
-0.9% -$56.3K 0.29% 90
2020
Q1 		$5.7M Buy
57,517
+18,520
+47% +$2.31M 0.3% 86
2019
Q4 		$5.32M Sell
38,997
-183
-0.5% -$24.1K 0.27% 93
2019
Q3 		$5.03M Sell
39,180
-1,737
-4% -$221K 0.27% 94
2019
Q2 		$5.21M Buy
40,917
+12
+0% +$1.5K 0.29% 89
2019
Q1 		$5.05M Buy
40,905
+475
+1% +$57.1K 0.29% 90
2018
Q4 		$4.49M Buy
40,430
+759
+2% +$91K 0.29% 95
2018
Q3 		$5.02M Sell
39,671
-58
-0.1% -$7.29K 0.28% 96
2018
Q2 		$4.82M Hold
39,729
– – 0.28% 97
2018
Q1 		$4.77M Sell
39,729
-1,338
-3% -$167K 0.27% 97
2017
Q4 		$5.11M Buy
41,067
+197
+0.5% +$23.9K 0.28% 91
2017
Q3 		$4.84M Sell
40,870
-489
-1% -$57K 0.27% 90
2017
Q2 		$4.82M Sell
41,359
-269
-0.6% -$31K 0.27% 87
2017
Q1 		$4.79M Buy
41,628
+2,085
+5% +$239K 0.28% 89
2016
Q4 		$4.43M Sell
39,543
-3,600
-8% -$389K 0.28% 88
2016
Q3 		$4.56M Sell
43,143
-495
-1% -$52.2K 0.29% 89
2016
Q2 		$4.5M Sell
43,638
-240
-0.5% -$24.2K 0.29% 87
2016
Q1 		$4.34M Sell
43,878
-630
-1% -$59K 0.28% 86
2015
Q4 		$4.36M Sell
44,508
-2,930
-6% -$291K 0.29% 87
2015
Q3 		$4.42M Sell
47,438
-1,595
-3% -$158K 0.31% 83
2015
Q2 		$5.06M Sell
49,033
-350
-0.7% -$36.7K 0.32% 83
2015
Q1 		$5.09M Buy
49,383
+100
+0.2% +$10.4K 0.32% 85
2014
Q4 		$5.15M Sell
49,283
-735
-1% -$75K 0.32% 86
2014
Q3 		$5.01M Sell
50,018
-1,255
-2% -$127K 0.33% 85
2014
Q2 		$5.19M Sell
51,273
-895
-2% -$87.8K 0.34% 87
2014
Q1 		$5.03M Buy
52,168
+45,195
+648% +$4.23M 0.35% 84
2013
Q4 		$656K Sell
6,973
-225
-3% -$20.4K 0.05% 182
2013
Q3 		$621K Hold
7,198
– – 0.05% 181
2013
Q2 		$603K Buy
+7,198
New +$600K 0.05% 170

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Associated Banc-Corp's IWD Position: Q1 2026 in Review

Associated Banc-Corp reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q1 2026, selling an estimated $252K and leaving 35,152 shares worth $7.51M. The position accounts for 0.2% of the portfolio, ranked #106.

Associated Banc-Corp first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.64M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Associated Banc-Corp held 35,152 shares of iShares Russell 1000 Value ETF worth $7.51M as of Q1 2026.
  • Associated Banc-Corp sold 1,149 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $252K.
  • iShares Russell 1000 Value ETF made up 0.2% of Associated Banc-Corp's portfolio in Q1 2026, its #106 holding.
  • Associated Banc-Corp first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Associated Banc-Corp's iShares Russell 1000 Value ETF position peaked at $7.64M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.