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

Madison Investment Holdings’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,539
Closed -$547K – 221
2014
Q2 		$547K Hold
7,539
– – 0.01% 193
2014
Q1 		$518K Buy
+7,539
New +$501K 0.01% 199

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Madison Investment Holdings's IWS Position: Q3 2014 in Review

Madison Investment Holdings sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2014, closing a stake of 7,539 shares — an estimated $547K sold.

Madison Investment Holdings first reported a position in IWS in Q1 2014 and held it in 2 quarters. The position peaked at $547K in Q2 2014. 306 funds tracked by Wall St. Rank hold IWS as of Q3 2014.

  • Madison Investment Holdings reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2014 after selling out during the quarter.
  • Madison Investment Holdings sold 7,539 iShares Russell Mid-Cap Value ETF shares in Q3 2014, an estimated $547K.
  • Madison Investment Holdings first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 2 quarters.
  • Madison Investment Holdings's iShares Russell Mid-Cap Value ETF position peaked at $547K in Q2 2014.
  • 306 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2014.

Based on Madison Investment Holdings's 13F filing for Q3 2014, filed 10 Nov 2014.