MIH
IWR icon

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

Madison Investment Holdings’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18,464
Closed -$858K – 232
2018
Q4 		$858K Buy
+18,464
New +$931K 0.02% 194
2016
Q4 		– Sell
-268,408
Closed -$11.7M – 252
2016
Q3 		$11.7M Sell
268,408
-13,448
-5% -$583K 0.23% 126
2016
Q2 		$11.9M Buy
281,856
+67,704
+32% +$2.79M 0.25% 123
2016
Q1 		$8.72M Sell
214,152
-81,980
-28% -$3.12M 0.19% 137
2015
Q4 		$11.9M Sell
296,132
-89,768
-23% -$3.66M 0.26% 117
2015
Q3 		$15M Sell
385,900
-57,608
-13% -$2.39M 0.33% 110
2015
Q2 		$18.9M Sell
443,508
-22,600
-5% -$983K 0.38% 99
2015
Q1 		$20.2M Buy
466,108
+43,756
+10% +$1.86M 0.4% 97
2014
Q4 		$17.6M Buy
422,352
+47,104
+13% +$1.91M 0.38% 99
2014
Q3 		$14.9M Sell
375,248
-114,752
-23% -$4.62M 0.33% 104
2014
Q2 		$19.9M Sell
490,000
-135,676
-22% -$5.29M 0.41% 96
2014
Q1 		$24.2M Sell
625,676
-28,820
-4% -$1.09M 0.46% 87
2013
Q4 		$24.5M Buy
654,496
+35,408
+6% +$1.28M 0.48% 90
2013
Q3 		$21.5M Buy
619,088
+67,712
+12% +$2.31M 0.46% 92
2013
Q2 		$17.9M Buy
+551,376
New +$17.9M 0.39% 95

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Madison Investment Holdings's IWR Position: Q1 2019 in Review

Madison Investment Holdings sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2019, closing a stake of 18,464 shares — an estimated $858K sold.

Madison Investment Holdings first reported a position in IWR in Q2 2013 and held it in 15 quarters. The position peaked at $24.5M in Q4 2013. 757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

  • Madison Investment Holdings reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Madison Investment Holdings sold 18,464 iShares Russell Mid-Cap ETF shares in Q1 2019, an estimated $858K.
  • Madison Investment Holdings first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 15 quarters.
  • Madison Investment Holdings's iShares Russell Mid-Cap ETF position peaked at $24.5M in Q4 2013.
  • 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

Based on Madison Investment Holdings's 13F filing for Q1 2019, filed 14 May 2019.