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

Madison Scottsdale’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
2013
Q4 		$495K Hold
7,539
– – 0.45% 8
2013
Q3 		$459K Hold
7,539
– – 0.44% 10
2013
Q2 		$437K Buy
+7,539
New +$437K 0.43% 14

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Madison Scottsdale's IWS Position: Q4 2013 in Review

Madison Scottsdale held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q4 2013 at 7,539 shares worth $495K. The position accounts for 0.45% of the portfolio, ranked #8.

Madison Scottsdale first reported a position in IWS in Q2 2013 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold IWS as of Q4 2013.

  • Madison Scottsdale held 7,539 shares of iShares Russell Mid-Cap Value ETF worth $495K as of Q4 2013.
  • Madison Scottsdale left its iShares Russell Mid-Cap Value ETF share count unchanged in Q4 2013.
  • iShares Russell Mid-Cap Value ETF made up 0.45% of Madison Scottsdale's portfolio in Q4 2013, its #8 holding.
  • Madison Scottsdale first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.