MAS
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Madden Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Madden Advisory Services’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-260
Closed -$30K – 163
2017
Q1 		$30K Buy
+260
New +$30.9K 0.02% 142
2015
Q4 		– Sell
-260
Closed -$23K – 183
2015
Q3 		$23K Hold
260
– – 0.02% 166
2015
Q2 		$26K Buy
+260
New +$26.8K 0.02% 163
2015
Q1 		– Sell
-260
Closed -$26K – 179
2014
Q4 		$26K Hold
260
– – 0.01% 173
2014
Q3 		$24K Hold
260
– – 0.01% 214
2014
Q2 		$27K Hold
260
– – 0.01% 208
2014
Q1 		$26K Hold
260
– – 0.01% 198
2013
Q4 		$26K Hold
260
– – 0.02% 171
2013
Q3 		$24K Hold
260
– – 0.02% 164
2013
Q2 		$22K Buy
+260
New +$22K 0.02% 169

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return