Madison Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Madison Investment Advisors’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
2024 Q4	$297K	Buy	+1,032	New	+$305K	﹤0.01%	321

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

CCWM

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

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

Madison Investment Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2024: 1,032 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

1,052 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Madison Investment Advisors held 1,032 shares of iShares Russell 2000 Growth ETF worth $297K as of Q4 2024.
iShares Russell 2000 Growth ETF was a new Madison Investment Advisors position in Q4 2024.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #321 holding.
1,052 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

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