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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Hold	1,032	–	–	﹤0.01%	334
2025 Q4	$333K	Hold	1,032	–	–	﹤0.01%	325
2025 Q3	$330K	Hold	1,032	–	–	﹤0.01%	318
2025 Q2	$295K	Hold	1,032	–	–	﹤0.01%	315
2025 Q1	$264K	Hold	1,032	–	–	﹤0.01%	318
2024 Q4	$297K	Hold	1,032	–	–	﹤0.01%	321
2024 Q3	$293K	Sell	1,032 -50	-5%	-$13.7K	﹤0.01%	312
2024 Q2	$284K	Hold	1,082	–	–	﹤0.01%	307
2024 Q1	$293K	Hold	1,082	–	–	﹤0.01%	312
2023 Q4	$273K	Hold	1,082	–	–	﹤0.01%	312
2023 Q3	$243K	Sell	1,082 -47	-4%	-$11.2K	﹤0.01%	316
2023 Q2	$274K	Hold	1,129	–	–	﹤0.01%	308
2023 Q1	$256K	Hold	1,129	–	–	﹤0.01%	292
2022 Q4	$242K	Hold	1,129	–	–	﹤0.01%	309
2022 Q3	$233K	Sell	1,129 -14	-1%	-$3.15K	﹤0.01%	330
2022 Q2	$236K	Hold	1,143	–	–	﹤0.01%	351
2022 Q1	$292K	Buy	1,143 +14	+1%	+$3.58K	﹤0.01%	303
2021 Q4	$331K	Hold	1,129	–	–	﹤0.01%	299
2021 Q3	$331K	Hold	1,129	–	–	﹤0.01%	299
2021 Q2	$352K	Hold	1,129	–	–	﹤0.01%	305
2021 Q1	$340K	Hold	1,129	–	–	﹤0.01%	296
2020 Q4	$324K	Buy	+1,129	New	+$288K	﹤0.01%	287
2020 Q2	–	Sell	-2,062	Closed	-$326K	–	281
2020 Q1	$326K	Hold	2,062	–	–	0.01%	246
2019 Q4	$442K	Buy	+2,062	New	+$419K	0.01%	266

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Madison Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,032 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Madison Asset Management first reported a position in IWO in Q4 2019 and has held it in 24 quarters since. The position peaked at $442K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Madison Asset Management held 1,032 shares of iShares Russell 2000 Growth ETF worth $324K as of Q1 2026.
Madison Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Madison Asset Management's portfolio in Q1 2026, its #334 holding.
Madison Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 24 quarters since.
Madison Asset Management's iShares Russell 2000 Growth ETF position peaked at $442K in Q4 2019.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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