Madison Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Madison Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Hold	1,067	–	–	0.01%	326
2026 Q1	$380K	Sell	1,067 -1,138	-52%	-$424K	﹤0.01%	326
2025 Q4	$823K	Buy	2,205 +504	+30%	+$187K	0.01%	299
2025 Q3	$622K	Buy	1,701 +150	+10%	+$52.8K	0.01%	300
2025 Q2	$527K	Buy	1,551 +216	+16%	+$67.8K	0.01%	302
2025 Q1	$409K	Sell	1,335 -1,854	-58%	-$599K	﹤0.01%	303
2024 Q4	$1.03M	Buy	3,189 +2,354	+282%	+$763K	0.01%	280
2024 Q3	$263K	Buy	+835	New	+$253K	﹤0.01%	317
2023 Q1	–	Sell	-2,015	Closed	-$424K	–	309
2022 Q4	$424K	Buy	+2,015	New	+$427K	0.01%	292
2022 Q1	–	Sell	-1,218	Closed	-$322K	–	318
2021 Q4	$322K	Buy	+1,218	New	+$314K	﹤0.01%	301
2020 Q2	–	Sell	-3,909	Closed	-$553K	–	279
2020 Q1	$553K	Buy	3,909 +2,757	+239%	+$466K	0.01%	229
2019 Q4	$206K	Buy	+1,152	New	+$197K	﹤0.01%	290

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Madison Asset Management's IWB Position: Q2 2026 in Review

Madison Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,067 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #326.

Madison Asset Management first reported a position in IWB in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Madison Asset Management held 1,067 shares of iShares Russell 1000 ETF worth $437K as of Q2 2026.
Madison Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Madison Asset Management's portfolio in Q2 2026, its #326 holding.
Madison Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 12 quarters since.
Madison Asset Management's iShares Russell 1000 ETF position peaked at $1.03M in Q4 2024.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.