Madden Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Madden Advisory Services’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,855	Closed	-$275K	–	73
2020 Q1	$275K	Hold	1,855	–	–	0.19%	63
2019 Q4	$349K	Hold	1,855	–	–	0.23%	61
2019 Q3	$322K	Hold	1,855	–	–	0.23%	65
2019 Q2	$319K	Hold	1,855	–	–	0.2%	72
2019 Q1	$309K	Hold	1,855	–	–	0.17%	79
2018 Q4	$272K	Hold	1,855	–	–	0.16%	80
2018 Q3	$319K	Hold	1,855	–	–	0.19%	70
2018 Q2	$301K	Hold	1,855	–	–	0.19%	70
2018 Q1	$290K	Hold	1,855	–	–	0.18%	76
2017 Q4	$293K	Hold	1,855	–	–	0.18%	77
2017 Q3	$276K	Hold	1,855	–	–	0.17%	75
2017 Q2	$267K	Hold	1,855	–	–	0.18%	75
2017 Q1	$259K	Hold	1,855	–	–	0.17%	77
2016 Q4	$246K	Hold	1,855	–	–	0.17%	79
2016 Q3	$237K	Hold	1,855	–	–	0.15%	91
2016 Q2	$230K	Hold	1,855	–	–	0.14%	95
2016 Q1	$224K	Hold	1,855	–	–	0.15%	87
2015 Q4	$223K	Hold	1,855	–	–	0.15%	88
2015 Q3	$211K	Hold	1,855	–	–	0.14%	92
2015 Q2	$229K	Hold	1,855	–	–	0.14%	90
2015 Q1	$230K	Hold	1,855	–	–	0.14%	91
2014 Q4	$227K	Hold	1,855	–	–	0.13%	94
2014 Q3	$217K	Hold	1,855	–	–	0.11%	100
2014 Q2	$218K	Hold	1,855	–	–	0.11%	98
2014 Q1	$208K	Hold	1,855	–	–	0.11%	92
2013 Q4	$205K	Buy	+1,855	New	+$197K	0.15%	79

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Madden Advisory Services's IWV Position: Q2 2020 in Review

Madden Advisory Services sold out of iShares Russell 3000 ETF (IWV) in Q2 2020, closing a stake of 1,855 shares — an estimated $275K sold.

Madden Advisory Services first reported a position in IWV in Q4 2013 and held it in 26 quarters. The position peaked at $349K in Q4 2019. 517 funds tracked by Wall St. Rank hold IWV as of Q2 2020.

Madden Advisory Services reported no remaining iShares Russell 3000 ETF position as of Q2 2020 after selling out during the quarter.
Madden Advisory Services sold 1,855 iShares Russell 3000 ETF shares in Q2 2020, an estimated $275K.
Madden Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 26 quarters.
Madden Advisory Services's iShares Russell 3000 ETF position peaked at $349K in Q4 2019.
517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2020.

Based on Madden Advisory Services's 13F filing for Q2 2020, filed 10 Aug 2020.