Madison Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Madison Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.03M	Buy	+3,189	New	+$1.03M	0.01%	280

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

Madison Investment Advisors's IWB Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2024: 3,189 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

1,360 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Madison Investment Advisors held 3,189 shares of iShares Russell 1000 ETF worth $1.03M as of Q4 2024.
iShares Russell 1000 ETF was a new Madison Investment Advisors position in Q4 2024.
iShares Russell 1000 ETF made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #280 holding.
1,360 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.