Madison Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Buy	5,855 +169	+3%	+$43.6K	0.02%	282
2025 Q4	$1.4M	Hold	5,686	–	–	0.02%	274
2025 Q3	$1.38M	Buy	5,686 +4,475	+370%	+$1.03M	0.02%	274
2025 Q2	$261K	Hold	1,211	–	–	﹤0.01%	320
2025 Q1	$242K	Hold	1,211	–	–	﹤0.01%	331
2024 Q4	$268K	Hold	1,211	–	–	﹤0.01%	326
2024 Q3	$267K	Hold	1,211	–	–	﹤0.01%	315
2024 Q2	$246K	Hold	1,211	–	–	﹤0.01%	314
2024 Q1	$255K	Buy	1,211 +197	+19%	+$39.3K	﹤0.01%	318
2023 Q4	$204K	Sell	1,014 -746	-42%	-$134K	﹤0.01%	320
2023 Q3	$311K	Sell	1,760 -96	-5%	-$18K	﹤0.01%	307
2023 Q2	$348K	Hold	1,856	–	–	0.01%	298
2023 Q1	$331K	Sell	1,856 -76	-4%	-$14K	0.01%	284
2022 Q4	$337K	Sell	1,932 -2,466	-56%	-$439K	0.01%	297
2022 Q3	$725K	Sell	4,398 -11,480	-72%	-$2.09M	0.01%	286
2022 Q2	$2.69M	Sell	15,878 -2,444	-13%	-$451K	0.04%	239
2022 Q1	$3.76M	Sell	18,322 -183	-1%	-$37.3K	0.05%	200
2021 Q4	$4.12M	Buy	18,505 +69	+0.4%	+$15.6K	0.05%	203
2021 Q3	$4.03M	Buy	18,436 +920	+5%	+$204K	0.06%	208
2021 Q2	$4.02M	Buy	17,516 +1,142	+7%	+$257K	0.05%	220
2021 Q1	$3.62M	Buy	16,374 +14,196	+652%	+$3.1M	0.05%	223
2020 Q4	$427K	Buy	2,178 +201	+10%	+$35.2K	0.01%	280
2020 Q3	$296K	Buy	+1,977	New	+$297K	﹤0.01%	256
2020 Q1	–	Sell	-1,280	Closed	-$212K	–	287
2019 Q4	$212K	Buy	+1,280	New	+$202K	﹤0.01%	287

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Madison Asset Management's IWM Position: Q1 2026 in Review

Madison Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q1 2026, buying an estimated $43.6K and bringing the position to 5,855 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #282.

Madison Asset Management first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.12M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Madison Asset Management held 5,855 shares of iShares Russell 2000 ETF worth $1.45M as of Q1 2026.
Madison Asset Management bought 169 iShares Russell 2000 ETF shares in Q1 2026, an estimated $43.6K.
iShares Russell 2000 ETF made up 0.02% of Madison Asset Management's portfolio in Q1 2026, its #282 holding.
Madison Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
Madison Asset Management's iShares Russell 2000 ETF position peaked at $4.12M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.