Madison Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Madison Investment Advisors’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
2024 Q4	$475K	Buy	+5,373	New	+$488K	0.01%	305

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Madison Investment Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2024: 5,373 shares worth $475K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Madison Investment Advisors held 5,373 shares of iShares Russell Mid-Cap ETF worth $475K as of Q4 2024.
iShares Russell Mid-Cap ETF was a new Madison Investment Advisors position in Q4 2024.
iShares Russell Mid-Cap ETF made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #305 holding.
1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

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