Madison Investment Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $383K | Hold |
3,211
| – | – | 0.01% | 270 |
|
|
2019
Q2 | $387K | Hold |
3,211
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $385K | Hold |
3,211
| – | – | 0.01% | 208 |
|
|
2018
Q4 | $345K | Hold |
3,211
| – | – | 0.01% | 214 |
|
|
2018
Q3 | $427K | Hold |
3,211
| – | – | 0.01% | 236 |
|
|
2018
Q2 | $424K | Hold |
3,211
| – | – | 0.01% | 236 |
|
|
2018
Q1 | $391K | Hold |
3,211
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $404K | Buy |
3,211
+40
| +1% | +$5.03K | 0.01% | 234 |
|
|
2017
Q3 | $394K | Hold |
3,171
| – | – | 0.01% | 237 |
|
|
2017
Q2 | $377K | Hold |
3,171
| – | – | 0.01% | 229 |
|
|
2017
Q1 | $375K | Sell |
3,171
-65
| -2% | -$7.69K | 0.01% | 232 |
|
|
2016
Q4 | $385K | Hold |
3,236
| – | – | 0.01% | 231 |
|
|
2016
Q3 | $339K | Hold |
3,236
| – | – | 0.01% | 226 |
|
|
2016
Q2 | $315K | Hold |
3,236
| – | – | 0.01% | 228 |
|
|
2016
Q1 | $302K | Hold |
3,236
| – | – | 0.01% | 214 |
|
|
2015
Q4 | $298K | Buy |
+3,236
| New | +$298K | 0.01% | 215 |
|