Madison Investment Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$518K	Hold	7,334	–	–	0.01%	260
2019 Q2	$523K	Hold	7,334	–	–	0.01%	198
2019 Q1	$498K	Hold	7,334	–	–	0.01%	199
2018 Q4	$417K	Hold	7,334	–	–	0.01%	208
2018 Q3	$497K	Hold	7,334	–	–	0.01%	231
2018 Q2	$465K	Hold	7,334	–	–	0.01%	233
2018 Q1	$451K	Hold	7,334	–	–	0.01%	224
2017 Q4	$442K	Hold	7,334	–	–	0.01%	230
2017 Q3	$415K	Hold	7,334	–	–	0.01%	235
2017 Q2	$396K	Hold	7,334	–	–	0.01%	228
2017 Q1	$380K	Hold	7,334	–	–	0.01%	231
2016 Q4	$357K	Hold	7,334	–	–	0.01%	232
2016 Q3	$357K	Hold	7,334	–	–	0.01%	225
2016 Q2	$343K	Sell	7,334 -100	-1%	-$4.63K	0.01%	225
2016 Q1	$343K	Hold	7,434	–	–	0.01%	208
2015 Q4	$342K	Buy	+7,434	New	+$346K	0.01%	211

Other funds holding IWP

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Madison Investment Holdings held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2019 at 7,334 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #260.

Madison Investment Holdings first reported a position in IWP in Q4 2015 and has held it in 16 quarters since. The position peaked at $523K in Q2 2019. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Madison Investment Holdings held 7,334 shares of iShares Russell Mid-Cap Growth ETF worth $518K as of Q3 2019.
Madison Investment Holdings left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2019.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Madison Investment Holdings's portfolio in Q3 2019, its #260 holding.
Madison Investment Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 16 quarters since.
Madison Investment Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $523K in Q2 2019.
583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

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