Associated Banc-Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Associated Banc-Corp’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$690K	Buy	6,466 +68	+1%	+$7.52K	0.02%	241
2026 Q2	$706K	Hold	6,398	–	–	0.02%	249
2026 Q1	$622K	Buy	6,398 +2,143	+50%	+$214K	0.02%	235
2025 Q4	$410K	Buy	4,255 +259	+6%	+$24.9K	0.01%	262
2025 Q3	$386K	Hold	3,996	–	–	0.01%	271
2025 Q2	$368K	Sell	3,996 -487	-11%	-$42.1K	0.01%	262
2025 Q1	$381K	Buy	4,483 +1,065	+31%	+$95K	0.01%	254
2024 Q4	$302K	Sell	3,418 -9	-0.3%	-$817	0.01%	275
2024 Q3	$302K	Buy	3,427 +126	+4%	+$10.6K	0.01%	284
2024 Q2	$268K	Buy	3,301 +860	+35%	+$70K	0.01%	286
2024 Q1	$205K	Buy	+2,441	New	+$193K	0.01%	304
2021 Q2	–	Sell	-9,016	Closed	-$389K	–	335
2021 Q1	$389K	Buy	9,016 +5,535	+159%	+$400K	0.02%	218
2020 Q4	$239K	Buy	3,481 +125	+4%	+$7.96K	0.01%	340
2020 Q3	$193K	Hold	3,356	–	–	0.01%	342
2020 Q2	$180K	Sell	3,356 -8,776	-72%	-$440K	0.01%	344
2020 Q1	$524K	Buy	+12,132	New	+$668K	0.03%	240

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Associated Banc-Corp's IWR Position: Q3 2026 in Review

Associated Banc-Corp increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q3 2026, buying an estimated $7.52K and bringing the position to 6,466 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #241.

Associated Banc-Corp first reported a position in IWR in Q1 2020 and has held it in 16 quarters since. The position peaked at $706K in Q2 2026. 1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Associated Banc-Corp held 6,466 shares of iShares Russell Mid-Cap ETF worth $690K as of Q3 2026.
Associated Banc-Corp bought 68 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $7.52K.
iShares Russell Mid-Cap ETF made up 0.02% of Associated Banc-Corp's portfolio in Q3 2026, its #241 holding.
Associated Banc-Corp first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 16 quarters since.
Associated Banc-Corp's iShares Russell Mid-Cap ETF position peaked at $706K in Q2 2026.
1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Associated Banc-Corp's 13F filing for Q3 2026, filed 30 Oct 2026.