Madison Investment Holdings’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$397K	Hold	2,062	–	–	0.01%	268
2019 Q2	$414K	Hold	2,062	–	–	0.01%	203
2019 Q1	$406K	Hold	2,062	–	–	0.01%	205
2018 Q4	$346K	Hold	2,062	–	–	0.01%	213
2018 Q3	$443K	Hold	2,062	–	–	0.01%	233
2018 Q2	$421K	Hold	2,062	–	–	0.01%	237
2018 Q1	$393K	Hold	2,062	–	–	0.01%	227
2017 Q4	$385K	Buy	2,062 +89	+5%	+$16.2K	0.01%	235
2017 Q3	$353K	Hold	1,973	–	–	0.01%	239
2017 Q2	$333K	Hold	1,973	–	–	0.01%	233
2017 Q1	$319K	Hold	1,973	–	–	0.01%	235
2016 Q4	$304K	Hold	1,973	–	–	0.01%	236
2016 Q3	$294K	Hold	1,973	–	–	0.01%	231
2016 Q2	$271K	Sell	1,973 -297	-13%	-$40.1K	0.01%	233
2016 Q1	$301K	Sell	2,270 -51	-2%	-$6.36K	0.01%	215
2015 Q4	$323K	Buy	+2,321	New	+$329K	0.01%	212

Other funds holding IWO

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

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

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

Madison Investment Holdings held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2019 at 2,062 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #268.

Madison Investment Holdings first reported a position in IWO in Q4 2015 and has held it in 16 quarters since. The position peaked at $443K in Q3 2018. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

Madison Investment Holdings held 2,062 shares of iShares Russell 2000 Growth ETF worth $397K as of Q3 2019.
Madison Investment Holdings left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2019.
iShares Russell 2000 Growth ETF made up 0.01% of Madison Investment Holdings's portfolio in Q3 2019, its #268 holding.
Madison Investment Holdings first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 16 quarters since.
Madison Investment Holdings's iShares Russell 2000 Growth ETF position peaked at $443K in Q3 2018.
613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

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