Madison Investment Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$738K	Hold	18,496	–	–	0.01%	254
2019 Q2	$728K	Hold	18,496	–	–	0.01%	188
2019 Q1	$700K	Buy	18,496 +2,036	+12%	+$73.2K	0.01%	189
2018 Q4	$539K	Sell	16,460 -11,060	-40%	-$390K	0.01%	199
2018 Q3	$1.07M	Hold	27,520	–	–	0.02%	209
2018 Q2	$989K	Sell	27,520 -3,108	-10%	-$110K	0.02%	205
2018 Q1	$1.04M	Hold	30,628	–	–	0.02%	197
2017 Q4	$1.03M	Sell	30,628 -11,004	-26%	-$361K	0.02%	207
2017 Q3	$1.3M	Buy	41,632 +16,780	+68%	+$514K	0.02%	205
2017 Q2	$739K	Hold	24,852	–	–	0.01%	215
2017 Q1	$707K	Buy	24,852 +5,612	+29%	+$156K	0.01%	217
2016 Q4	$505K	Buy	19,240 +344	+2%	+$8.93K	0.01%	225
2016 Q3	$492K	Hold	18,896	–	–	0.01%	216
2016 Q2	$474K	Hold	18,896	–	–	0.01%	216
2016 Q1	$471K	Hold	18,896	–	–	0.01%	198
2015 Q4	$470K	Buy	+18,896	New	+$471K	0.01%	199

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

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

Madison Investment Holdings held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2019 at 18,496 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #254.

Madison Investment Holdings first reported a position in IWF in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2017. 1,111 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

Madison Investment Holdings held 18,496 shares of iShares Russell 1000 Growth ETF worth $738K as of Q3 2019.
Madison Investment Holdings left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2019.
iShares Russell 1000 Growth ETF made up 0.01% of Madison Investment Holdings's portfolio in Q3 2019, its #254 holding.
Madison Investment Holdings first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 16 quarters since.
Madison Investment Holdings's iShares Russell 1000 Growth ETF position peaked at $1.3M in Q3 2017.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

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