Madison Investment Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$5K	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%	-$7.71K	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	+$307K	0.01%	215

Other funds holding IWN

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

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

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

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

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Madison Investment Holdings held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2019 at 3,211 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #270.

Madison Investment Holdings first reported a position in IWN in Q4 2015 and has held it in 16 quarters since. The position peaked at $427K in Q3 2018. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

Madison Investment Holdings held 3,211 shares of iShares Russell 2000 Value ETF worth $383K as of Q3 2019.
Madison Investment Holdings left its iShares Russell 2000 Value ETF share count unchanged in Q3 2019.
iShares Russell 2000 Value ETF made up 0.01% of Madison Investment Holdings's portfolio in Q3 2019, its #270 holding.
Madison Investment Holdings first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 16 quarters since.
Madison Investment Holdings's iShares Russell 2000 Value ETF position peaked at $427K in Q3 2018.
653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

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