Madison Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$451K	Hold	3,078	–	–	0.01%	324
2026 Q1	$394K	Hold	3,078	–	–	﹤0.01%	324
2025 Q4	$422K	Hold	3,078	–	–	﹤0.01%	318
2025 Q3	$438K	Hold	3,078	–	–	﹤0.01%	311
2025 Q2	$427K	Hold	3,078	–	–	﹤0.01%	306
2025 Q1	$362K	Hold	3,078	–	–	﹤0.01%	305
2024 Q4	$390K	Sell	3,078 -50	-2%	-$6.36K	﹤0.01%	310
2024 Q3	$367K	Hold	3,128	–	–	﹤0.01%	300
2024 Q2	$345K	Hold	3,128	–	–	﹤0.01%	302
2024 Q1	$357K	Hold	3,128	–	–	﹤0.01%	307
2023 Q4	$327K	Hold	3,128	–	–	﹤0.01%	308
2023 Q3	$286K	Hold	3,128	–	–	﹤0.01%	312
2023 Q2	$302K	Hold	3,128	–	–	﹤0.01%	306
2023 Q1	$285K	Hold	3,128	–	–	﹤0.01%	289
2022 Q4	$262K	Hold	3,128	–	–	﹤0.01%	307
2022 Q3	$245K	Hold	3,128	–	–	﹤0.01%	327
2022 Q2	$248K	Hold	3,128	–	–	﹤0.01%	349
2022 Q1	$314K	Hold	3,128	–	–	﹤0.01%	298
2021 Q4	$360K	Hold	3,128	–	–	﹤0.01%	297
2021 Q3	$351K	Hold	3,128	–	–	﹤0.01%	297
2021 Q2	$354K	Hold	3,128	–	–	﹤0.01%	304
2021 Q1	$319K	Hold	3,128	–	–	﹤0.01%	300
2020 Q4	$321K	Buy	+3,128	New	+$298K	﹤0.01%	288
2020 Q2	–	Sell	-7,334	Closed	-$446K	–	282
2020 Q1	$446K	Hold	7,334	–	–	0.01%	238
2019 Q4	$560K	Buy	+7,334	New	+$538K	0.01%	254

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Madison Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,078 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #324.

Madison Asset Management first reported a position in IWP in Q4 2019 and has held it in 25 quarters since. The position peaked at $560K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Madison Asset Management held 3,078 shares of iShares Russell Mid-Cap Growth ETF worth $451K as of Q2 2026.
Madison Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Madison Asset Management's portfolio in Q2 2026, its #324 holding.
Madison Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
Madison Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $560K in Q4 2019.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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