Madden Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Madden Advisory Services’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
2020 Q1	–	Sell	-6,122	Closed	-$835K	–	82
2019 Q4	$835K	Hold	6,122	–	–	0.55%	47
2019 Q3	$785K	Hold	6,122	–	–	0.56%	49
2019 Q2	$778K	Hold	6,122	–	–	0.49%	49
2019 Q1	$756K	Hold	6,122	–	–	0.41%	55
2018 Q4	$679K	Hold	6,122	–	–	0.41%	54
2018 Q3	$775K	Hold	6,122	–	–	0.47%	47
2018 Q2	$743K	Hold	6,122	–	–	0.47%	51
2018 Q1	$734K	Hold	6,122	–	–	0.45%	55
2017 Q4	$761K	Hold	6,122	–	–	0.46%	55
2017 Q3	$725K	Hold	6,122	–	–	0.46%	55
2017 Q2	$712K	Hold	6,122	–	–	0.47%	56
2017 Q1	$703K	Sell	6,122 -3,918	-39%	-$449K	0.45%	55
2016 Q4	$1.12M	Hold	10,040	–	–	0.76%	40
2016 Q3	$1.06M	Hold	10,040	–	–	0.65%	46
2016 Q2	$1.04M	Hold	10,040	–	–	0.64%	45
2016 Q1	$992K	Hold	10,040	–	–	0.65%	48
2015 Q4	$982K	Hold	10,040	–	–	0.65%	47
2015 Q3	$936K	Hold	10,040	–	–	0.61%	47
2015 Q2	$1.03M	Hold	10,040	–	–	0.62%	50
2015 Q1	$1.03M	Hold	10,040	–	–	0.62%	51
2014 Q4	$1.05M	Hold	10,040	–	–	0.6%	51
2014 Q3	$1M	Buy	+10,040	New	+$1.02M	0.52%	52

Other funds holding IWD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Madden Advisory Services's IWD Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 6,122 shares — an estimated $835K sold.

Madden Advisory Services first reported a position in IWD in Q3 2014 and held it in 22 quarters. The position peaked at $1.12M in Q4 2016. 991 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

Madden Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 6,122 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $835K.
Madden Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 22 quarters.
Madden Advisory Services's iShares Russell 1000 Value ETF position peaked at $1.12M in Q4 2016.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.