Madison Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$942K	Sell	4,010 -20	-0.5%	-$4.9K	0.2%	94
2023 Q2	$982K	Hold	4,030	–	–	0.2%	93
2023 Q1	$908K	Buy	4,030 +1	+0%	+$220	0.2%	94
2022 Q4	$848K	Buy	4,029 +308	+8%	+$65.2K	0.19%	94
2022 Q3	$734K	Sell	3,721 -800	-18%	-$175K	0.18%	98
2022 Q2	$939K	Buy	4,521 +1,075	+31%	+$243K	0.23%	88
2022 Q1	$862K	Hold	3,446	–	–	0.18%	98
2021 Q4	$911K	Sell	3,446 -635	-16%	-$163K	0.18%	89
2021 Q3	$986K	Hold	4,081	–	–	0.22%	88
2021 Q2	$988K	Hold	4,081	–	–	0.22%	88
2021 Q1	$913K	Hold	4,081	–	–	0.22%	90
2020 Q4	$865K	Buy	4,081 +730	+22%	+$146K	0.23%	82
2020 Q3	$627K	Hold	3,351	–	–	0.19%	85
2020 Q2	$575K	Buy	+3,351	New	+$542K	0.19%	84

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Madison Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.5% in Q3 2023, selling an estimated $4.9K and leaving 4,010 shares worth $942K. The position accounts for 0.2% of the portfolio, ranked #94.

Madison Wealth Management first reported a position in IWB in Q2 2020 and has held it in 14 quarters since. The position peaked at $988K in Q2 2021. 1,092 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

Madison Wealth Management held 4,010 shares of iShares Russell 1000 ETF worth $942K as of Q3 2023.
Madison Wealth Management sold 20 iShares Russell 1000 ETF shares in Q3 2023, an estimated $4.9K.
iShares Russell 1000 ETF made up 0.2% of Madison Wealth Management's portfolio in Q3 2023, its #94 holding.
Madison Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 14 quarters since.
Madison Wealth Management's iShares Russell 1000 ETF position peaked at $988K in Q2 2021.
1,092 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

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