Madison Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Madison Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$248K	Hold	3,619	–	–	0.05%	140
2023 Q2	$255K	Hold	3,619	–	–	0.05%	142
2023 Q1	$231K	Hold	3,619	–	–	0.05%	149
2022 Q4	$212K	Sell	3,619 -289	-7%	-$17.4K	0.05%	152
2022 Q3	$226K	Buy	+3,908	New	+$254K	0.06%	150

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Madison Wealth Management's IVW Position: Q3 2023 in Review

Madison Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2023 at 3,619 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #140.

Madison Wealth Management first reported a position in IVW in Q3 2022 and has held it in 5 quarters since. The position peaked at $255K in Q2 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Madison Wealth Management held 3,619 shares of iShares S&P 500 Growth ETF worth $248K as of Q3 2023.
Madison Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2023.
iShares S&P 500 Growth ETF made up 0.05% of Madison Wealth Management's portfolio in Q3 2023, its #140 holding.
Madison Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 5 quarters since.
Madison Wealth Management's iShares S&P 500 Growth ETF position peaked at $255K in Q2 2023.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.