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MAS
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
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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