Madison Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $527K | Buy |
1,551
+216
| +16% | +$73.4K | 0.01% | 302 |
|
2025
Q1 | $409K | Sell |
1,335
-1,854
| -58% | -$569K | ﹤0.01% | 303 |
|
2024
Q4 | $1.03M | Buy |
3,189
+2,354
| +282% | +$758K | 0.01% | 280 |
|
2024
Q3 | $263K | Buy |
+835
| New | +$263K | ﹤0.01% | 317 |
|
2023
Q1 | – | Sell |
-2,015
| Closed | -$424K | – | 309 |
|
2022
Q4 | $424K | Buy |
+2,015
| New | +$424K | 0.01% | 292 |
|
2022
Q1 | – | Sell |
-1,218
| Closed | -$322K | – | 318 |
|
2021
Q4 | $322K | Buy |
+1,218
| New | +$322K | ﹤0.01% | 301 |
|
2020
Q2 | – | Sell |
-3,909
| Closed | -$553K | – | 279 |
|
2020
Q1 | $553K | Buy |
3,909
+2,757
| +239% | +$390K | 0.01% | 229 |
|
2019
Q4 | $206K | Buy |
+1,152
| New | +$206K | ﹤0.01% | 290 |
|