Madden Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Sell |
3,456
-212
| -6% | -$21.2K | 0.13% | 92 |
|
|
2025
Q4 | $353K | Buy |
3,668
+264
| +8% | +$25.4K | 0.14% | 82 |
|
|
2025
Q3 | $329K | Buy |
3,404
+8
| +0.2% | +$758 | 0.13% | 90 |
|
|
2025
Q2 | $312K | Sell |
3,396
-126
| -4% | -$10.9K | 0.13% | 88 |
|
|
2025
Q1 | $300K | Sell |
3,522
-22
| -0.6% | -$1.96K | 0.14% | 84 |
|
|
2024
Q4 | $313K | Buy |
3,544
+11
| +0.3% | +$998 | 0.15% | 84 |
|
|
2024
Q3 | $311K | Buy |
3,533
+797
| +29% | +$67.2K | 0.14% | 84 |
|
|
2024
Q2 | $222K | Hold |
2,736
| – | – | 0.11% | 89 |
|
|
2024
Q1 | $230K | Buy |
2,736
+1
| +0% | +$79 | 0.12% | 87 |
|
|
2023
Q4 | $213K | Buy |
+2,735
| New | +$194K | 0.12% | 87 |
|
|
2022
Q2 | – | Sell |
-4,840
| Closed | -$378K | – | 81 |
|
|
2022
Q1 | $378K | Buy |
4,840
+14
| +0.3% | +$1.08K | 0.26% | 55 |
|
|
2021
Q4 | $401K | Buy |
4,826
+31
| +0.6% | +$2.54K | 0.26% | 55 |
|
|
2021
Q3 | $375K | Buy |
+4,795
| New | +$384K | 0.27% | 54 |
|
|
2020
Q2 | – | Sell |
-77,220
| Closed | -$3.33M | – | 72 |
|
|
2020
Q1 | $3.33M | Hold |
77,220
| – | – | 2.31% | 14 |
|
|
2019
Q4 | $4.6M | Hold |
77,220
| – | – | 3.01% | 7 |
|
|
2019
Q3 | $4.32M | Hold |
77,220
| – | – | 3.08% | 7 |
|
|
2019
Q2 | $4.31M | Sell |
77,220
-112
| -0.1% | -$6.14K | 2.69% | 11 |
|
|
2019
Q1 | $4.17M | Hold |
77,332
| – | – | 2.24% | 15 |
|
|
2018
Q4 | $3.59M | Hold |
77,332
| – | – | 2.17% | 16 |
|
|
2018
Q3 | $4.26M | Hold |
77,332
| – | – | 2.57% | 14 |
|
|
2018
Q2 | $4.1M | Buy |
77,332
+112
| +0.1% | +$5.9K | 2.6% | 13 |
|
|
2018
Q1 | $3.98M | Hold |
77,220
| – | – | 2.42% | 13 |
|
|
2017
Q4 | $4.02M | Hold |
77,220
| – | – | 2.43% | 14 |
|
|
2017
Q3 | $3.81M | Hold |
77,220
| – | – | 2.41% | 14 |
|
|
2017
Q2 | $3.71M | Hold |
77,220
| – | – | 2.44% | 14 |
|
|
2017
Q1 | $3.61M | Sell |
77,220
-18,320
| -19% | -$849K | 2.33% | 14 |
|
|
2016
Q4 | $4.27M | Hold |
95,540
| – | – | 2.9% | 12 |
|
|
2016
Q3 | $4.16M | Hold |
95,540
| – | – | 2.56% | 13 |
|
|
2016
Q2 | $4.02M | Hold |
95,540
| – | – | 2.48% | 13 |
|
|
2016
Q1 | $3.89M | Hold |
95,540
| – | – | 2.53% | 12 |
|
|
2015
Q4 | $3.83M | Hold |
95,540
| – | – | 2.52% | 13 |
|
|
2015
Q3 | $3.71M | Hold |
95,540
| – | – | 2.44% | 11 |
|
|
2015
Q2 | $4.07M | Hold |
95,540
| – | – | 2.43% | 10 |
|
|
2015
Q1 | $4.13M | Buy |
+95,540
| New | +$4.06M | 2.5% | 10 |
|
|
2014
Q4 | – | Sell |
-95,540
| Closed | -$3.78M | – | 334 |
|
|
2014
Q3 | $3.78M | Hold |
95,540
| – | – | 1.96% | 15 |
|
|
2014
Q2 | $3.88M | Hold |
95,540
| – | – | 1.98% | 15 |
|
|
2014
Q1 | $3.7M | Buy |
95,540
+69,100
| +261% | +$2.62M | 2.02% | 15 |
|
|
2013
Q4 | $991K | Buy |
+26,440
| New | +$956K | 0.74% | 39 |
|
Other funds holding IWR
Madden Advisory Services's IWR Position: Q1 2026 in Review
Madden Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.8% in Q1 2026, selling an estimated $21.2K and leaving 3,456 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #92.
Madden Advisory Services first reported a position in IWR in Q4 2013 and has held it in 38 quarters since. The position peaked at $4.6M in Q4 2019. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Madden Advisory Services held 3,456 shares of iShares Russell Mid-Cap ETF worth $336K as of Q1 2026.
- Madden Advisory Services sold 212 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $21.2K.
- iShares Russell Mid-Cap ETF made up 0.13% of Madden Advisory Services's portfolio in Q1 2026, its #92 holding.
- Madden Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 38 quarters since.
- Madden Advisory Services's iShares Russell Mid-Cap ETF position peaked at $4.6M in Q4 2019.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.