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 Q2	$249K	Sell	1,511 -64	-4%	-$10.1K	0.01%	343
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 $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Associated Banc-Corp's IWS Position: Q2 2026 in Review

Associated Banc-Corp reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.1% in Q2 2026, selling an estimated $10.1K and leaving 1,511 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #343.

Associated Banc-Corp first reported a position in IWS in Q1 2020 and has held it in 15 quarters since. The position peaked at $270K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Associated Banc-Corp held 1,511 shares of iShares Russell Mid-Cap Value ETF worth $249K as of Q2 2026.
Associated Banc-Corp sold 64 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $10.1K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Associated Banc-Corp's portfolio in Q2 2026, its #343 holding.
Associated Banc-Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 15 quarters since.
Associated Banc-Corp's iShares Russell Mid-Cap Value ETF position peaked at $270K in Q4 2020.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.