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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$230K	Hold	1,575	–	–	0.01%	308
2025 Q4	$222K	Hold	1,575	–	–	0.01%	316
2025 Q3	$220K	Hold	1,575	–	–	0.01%	324
2025 Q2	$208K	Sell	1,575 -25	-2%	-$3.14K	0.01%	312
2025 Q1	$202K	Buy	1,600 +8	+0.5%	+$1.04K	0.01%	313
2024 Q4	$206K	Sell	1,592 -36	-2%	-$4.82K	0.01%	309
2024 Q3	$215K	Buy	+1,628	New	+$206K	0.01%	316
2022 Q1	–	Sell	-2,098	Closed	-$257K	–	327
2021 Q4	$257K	Hold	2,098	–	–	0.01%	292
2021 Q3	$238K	Sell	2,098 -24	-1%	-$2.78K	0.01%	297
2021 Q2	$244K	Buy	+2,122	New	+$243K	0.01%	295
2021 Q1	–	Sell	-2,782	Closed	-$270K	–	588
2020 Q4	$270K	Buy	2,782 +2,295	+471%	+$207K	0.01%	329
2020 Q3	$39K	Hold	487	–	–	﹤0.01%	377
2020 Q2	$37K	Hold	487	–	–	﹤0.01%	378
2020 Q1	$31K	Buy	+487	New	+$41.6K	﹤0.01%	366

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Associated Banc-Corp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,575 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #308.

Associated Banc-Corp first reported a position in IWS in Q1 2020 and has held it in 14 quarters since. The position peaked at $270K in Q4 2020. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Associated Banc-Corp held 1,575 shares of iShares Russell Mid-Cap Value ETF worth $230K as of Q1 2026.
Associated Banc-Corp left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Associated Banc-Corp's portfolio in Q1 2026, its #308 holding.
Associated Banc-Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 14 quarters since.
Associated Banc-Corp's iShares Russell Mid-Cap Value ETF position peaked at $270K in Q4 2020.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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