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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Madden Advisory Services's IWN Position: Q2 2017 in Review

Madden Advisory Services sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2017, closing a stake of 260 shares — an estimated $30K sold.

Madden Advisory Services first reported a position in IWN in Q2 2013 and held it in 10 quarters. The position peaked at $30K in Q1 2017. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2017.

Madden Advisory Services reported no remaining iShares Russell 2000 Value ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 260 iShares Russell 2000 Value ETF shares in Q2 2017, an estimated $30K.
Madden Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's iShares Russell 2000 Value ETF position peaked at $30K in Q1 2017.
527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.