Madison Investment Holdings’s iShares Russell 1000 Value ETF IWD Stock Holding History

Madison Investment Holdings’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$379K	Sell	2,958 -197	-6%	-$25K	0.01%	271
2019 Q2	$401K	Sell	3,155 -298	-9%	-$37.3K	0.01%	205
2019 Q1	$426K	Buy	3,453 +225	+7%	+$27K	0.01%	202
2018 Q4	$358K	Sell	3,228 -1,621	-33%	-$194K	0.01%	212
2018 Q3	$614K	Hold	4,849	–	–	0.01%	225
2018 Q2	$589K	Sell	4,849 -2,782	-36%	-$338K	0.01%	224
2018 Q1	$915K	Buy	7,631 +262	+4%	+$32.7K	0.02%	200
2017 Q4	$916K	Sell	7,369 -201	-3%	-$24.4K	0.02%	209
2017 Q3	$897K	Buy	7,570 +869	+13%	+$101K	0.02%	212
2017 Q2	$780K	Hold	6,701	–	–	0.01%	212
2017 Q1	$770K	Buy	6,701 +559	+9%	+$64.1K	0.01%	213
2016 Q4	$688K	Buy	6,142 +81	+1%	+$8.76K	0.01%	217
2016 Q3	$640K	Sell	6,061 -188	-3%	-$19.8K	0.01%	208
2016 Q2	$645K	Buy	6,249 +2,986	+92%	+$302K	0.01%	209
2016 Q1	$322K	Hold	3,263	–	–	0.01%	211
2015 Q4	$319K	Buy	+3,263	New	+$324K	0.01%	213

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Madison Investment Holdings's IWD Position: Q3 2019 in Review

Madison Investment Holdings reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.2% in Q3 2019, selling an estimated $25K and leaving 2,958 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #271.

Madison Investment Holdings first reported a position in IWD in Q4 2015 and has held it in 16 quarters since. The position peaked at $916K in Q4 2017. 963 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

Madison Investment Holdings held 2,958 shares of iShares Russell 1000 Value ETF worth $379K as of Q3 2019.
Madison Investment Holdings sold 197 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $25K.
iShares Russell 1000 Value ETF made up 0.01% of Madison Investment Holdings's portfolio in Q3 2019, its #271 holding.
Madison Investment Holdings first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 16 quarters since.
Madison Investment Holdings's iShares Russell 1000 Value ETF position peaked at $916K in Q4 2017.
963 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.