Madden Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $431K | Sell |
1,737
-160
| -8% | -$41.3K | 0.17% | 82 |
|
|
2025
Q4 | $467K | Sell |
1,897
-118
| -6% | -$29K | 0.19% | 75 |
|
|
2025
Q3 | $488K | Sell |
2,015
-196
| -9% | -$45K | 0.19% | 75 |
|
|
2025
Q2 | $477K | Buy |
2,211
+245
| +12% | +$49.3K | 0.2% | 74 |
|
|
2025
Q1 | $392K | Sell |
1,966
-18
| -0.9% | -$3.9K | 0.18% | 78 |
|
|
2024
Q4 | $438K | Buy |
1,984
+53
| +3% | +$12.1K | 0.2% | 71 |
|
|
2024
Q3 | $427K | Buy |
1,931
+103
| +6% | +$22K | 0.2% | 74 |
|
|
2024
Q2 | $371K | Buy |
1,828
+47
| +3% | +$9.5K | 0.19% | 73 |
|
|
2024
Q1 | $375K | Sell |
1,781
-10
| -0.6% | -$2K | 0.2% | 71 |
|
|
2023
Q4 | $359K | Buy |
1,791
+118
| +7% | +$21.1K | 0.2% | 70 |
|
|
2023
Q3 | $296K | Sell |
1,673
-52
| -3% | -$9.76K | 0.19% | 68 |
|
|
2023
Q2 | $323K | Hold |
1,725
| – | – | 0.21% | 66 |
|
|
2023
Q1 | $308K | Hold |
1,725
| – | – | 0.22% | 66 |
|
|
2022
Q4 | $301K | Buy |
1,725
+1
| +0.1% | +$178 | 0.23% | 66 |
|
|
2022
Q3 | $284K | Buy |
1,724
+1
| +0.1% | +$182 | 0.23% | 67 |
|
|
2022
Q2 | $292K | Buy |
1,723
+97
| +6% | +$17.9K | 0.22% | 68 |
|
|
2022
Q1 | $334K | Sell |
1,626
-24
| -1% | -$4.9K | 0.23% | 59 |
|
|
2021
Q4 | $367K | Sell |
1,650
-45
| -3% | -$10.2K | 0.24% | 58 |
|
|
2021
Q3 | $371K | Sell |
1,695
-21
| -1% | -$4.66K | 0.27% | 55 |
|
|
2021
Q2 | $394K | Hold |
1,716
| – | – | 0.29% | 48 |
|
|
2021
Q1 | $379K | Sell |
1,716
-16
| -0.9% | -$3.49K | 0.3% | 49 |
|
|
2020
Q4 | $340K | Sell |
1,732
-157
| -8% | -$27.5K | 0.29% | 53 |
|
|
2020
Q3 | $282K | Sell |
1,889
-400
| -17% | -$60.2K | 0.27% | 56 |
|
|
2020
Q2 | $327K | Sell |
2,289
-17,591
| -88% | -$2.31M | 0.34% | 48 |
|
|
2020
Q1 | $2.27M | Buy |
19,880
+18,105
| +1,020% | +$2.7M | 1.58% | 20 |
|
|
2019
Q4 | $294K | Sell |
1,775
-425
| -19% | -$67.2K | 0.19% | 65 |
|
|
2019
Q3 | $332K | Sell |
2,200
-200
| -8% | -$30.5K | 0.24% | 64 |
|
|
2019
Q2 | $373K | Hold |
2,400
| – | – | 0.23% | 68 |
|
|
2019
Q1 | $367K | Hold |
2,400
| – | – | 0.2% | 74 |
|
|
2018
Q4 | $321K | Hold |
2,400
| – | – | 0.19% | 75 |
|
|
2018
Q3 | $404K | Sell |
2,400
-170
| -7% | -$28.7K | 0.24% | 66 |
|
|
2018
Q2 | $420K | Buy |
2,570
+81
| +3% | +$13K | 0.27% | 65 |
|
|
2018
Q1 | $377K | Sell |
2,489
-31
| -1% | -$4.79K | 0.23% | 72 |
|
|
2017
Q4 | $384K | Hold |
2,520
| – | – | 0.23% | 74 |
|
|
2017
Q3 | $373K | Hold |
2,520
| – | – | 0.24% | 74 |
|
|
2017
Q2 | $355K | Hold |
2,520
| – | – | 0.23% | 74 |
|
|
2017
Q1 | $346K | Sell |
2,520
-35
| -1% | -$4.78K | 0.22% | 72 |
|
|
2016
Q4 | $344K | Sell |
2,555
-310
| -11% | -$39.6K | 0.23% | 71 |
|
|
2016
Q3 | $355K | Sell |
2,865
-50
| -2% | -$6.08K | 0.22% | 80 |
|
|
2016
Q2 | $335K | Sell |
2,915
-215
| -7% | -$24.3K | 0.21% | 81 |
|
|
2016
Q1 | $346K | Sell |
3,130
-285
| -8% | -$29.5K | 0.23% | 77 |
|
|
2015
Q4 | $384K | Sell |
3,415
-470
| -12% | -$54.2K | 0.25% | 70 |
|
|
2015
Q3 | $424K | Sell |
3,885
-90
| -2% | -$10.7K | 0.28% | 71 |
|
|
2015
Q2 | $496K | Hold |
3,975
| – | – | 0.3% | 70 |
|
|
2015
Q1 | $494K | Hold |
3,975
| – | – | 0.3% | 72 |
|
|
2014
Q4 | $475K | Hold |
3,975
| – | – | 0.27% | 72 |
|
|
2014
Q3 | $435K | Sell |
3,975
-80
| -2% | -$9.15K | 0.23% | 80 |
|
|
2014
Q2 | $482K | Hold |
4,055
| – | – | 0.25% | 77 |
|
|
2014
Q1 | $472K | Sell |
4,055
-935
| -19% | -$108K | 0.26% | 76 |
|
|
2013
Q4 | $576K | Sell |
4,990
-685
| -12% | -$75.7K | 0.43% | 52 |
|
|
2013
Q3 | $605K | Sell |
5,675
-1,190
| -17% | -$123K | 0.53% | 42 |
|
|
2013
Q2 | $666K | Buy |
+6,865
| New | +$656K | 0.55% | 42 |
|
Other funds holding IWM
Madden Advisory Services's IWM Position: Q1 2026 in Review
Madden Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q1 2026, selling an estimated $41.3K and leaving 1,737 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #82.
Madden Advisory Services first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.27M in Q1 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Madden Advisory Services held 1,737 shares of iShares Russell 2000 ETF worth $431K as of Q1 2026.
- Madden Advisory Services sold 160 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.3K.
- iShares Russell 2000 ETF made up 0.17% of Madden Advisory Services's portfolio in Q1 2026, its #82 holding.
- Madden Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Madden Advisory Services's iShares Russell 2000 ETF position peaked at $2.27M in Q1 2020.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.