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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$948K	Sell	9,754 -15,848	-62%	-$1.58M	0.01%	298
2025 Q4	$2.46M	Buy	25,602 +19,298	+306%	+$1.86M	0.03%	220
2025 Q3	$609K	Sell	6,304 -890	-12%	-$84.4K	0.01%	302
2025 Q2	$662K	Sell	7,194 -7,076	-50%	-$611K	0.01%	294
2025 Q1	$1.21M	Buy	14,270 +8,897	+166%	+$794K	0.01%	271
2024 Q4	$475K	Buy	5,373 +3,087	+135%	+$280K	0.01%	305
2024 Q3	$201K	Buy	+2,286	New	+$193K	﹤0.01%	328
2024 Q1	–	Sell	-3,162	Closed	-$246K	–	333
2023 Q4	$246K	Sell	3,162 -275	-8%	-$19.5K	﹤0.01%	313
2023 Q3	$238K	Buy	+3,437	New	+$251K	﹤0.01%	317
2023 Q1	–	Sell	-17,672	Closed	-$1.19M	–	310
2022 Q4	$1.19M	Buy	17,672 +10,378	+142%	+$700K	0.02%	269
2022 Q3	$453K	Sell	7,294 -206	-3%	-$14.2K	0.01%	302
2022 Q2	$485K	Sell	7,500 -4,004	-35%	-$285K	0.01%	317
2022 Q1	$898K	Sell	11,504 -1,590	-12%	-$122K	0.01%	258
2021 Q4	$1.09M	Buy	13,094 +1,892	+17%	+$155K	0.01%	266
2021 Q3	$876K	Buy	11,202 +6,978	+165%	+$559K	0.01%	266
2021 Q2	$335K	Buy	4,224 +997	+31%	+$77.3K	﹤0.01%	306
2021 Q1	$239K	Buy	+3,227	New	+$233K	﹤0.01%	307

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Madison Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 62% in Q1 2026, selling an estimated $1.58M and leaving 9,754 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #298.

Madison Asset Management first reported a position in IWR in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.46M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Madison Asset Management held 9,754 shares of iShares Russell Mid-Cap ETF worth $948K as of Q1 2026.
Madison Asset Management sold 15,848 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.58M.
iShares Russell Mid-Cap ETF made up 0.01% of Madison Asset Management's portfolio in Q1 2026, its #298 holding.
Madison Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
Madison Asset Management's iShares Russell Mid-Cap ETF position peaked at $2.46M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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