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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,211	Closed	-$263K	–	280
2020 Q1	$263K	Hold	3,211	–	–	0.01%	258
2019 Q4	$413K	Buy	+3,211	New	+$397K	0.01%	271

Other funds holding IWN

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Madison Asset Management's IWN Position: Q2 2020 in Review

Madison Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 3,211 shares — an estimated $263K sold.

Madison Asset Management first reported a position in IWN in Q4 2019 and held it in 2 quarters. The position peaked at $413K in Q4 2019. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Madison Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Madison Asset Management sold 3,211 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $263K.
Madison Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 2 quarters.
Madison Asset Management's iShares Russell 2000 Value ETF position peaked at $413K in Q4 2019.
631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Madison Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.