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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$317K	Hold	2,091	–	–	0.07%	129
2023 Q2	$330K	Hold	2,091	–	–	0.07%	131
2023 Q1	$318K	Hold	2,091	–	–	0.07%	130
2022 Q4	$317K	Buy	2,091 +170	+9%	+$25.4K	0.07%	126
2022 Q3	$261K	Sell	1,921 -89	-4%	-$13.4K	0.06%	142
2022 Q2	$291K	Buy	2,010 +387	+24%	+$60.5K	0.07%	135
2022 Q1	$269K	Sell	1,623 -50	-3%	-$8.21K	0.06%	142
2021 Q4	$281K	Buy	1,673 +45	+3%	+$7.37K	0.06%	135
2021 Q3	$255K	Hold	1,628	–	–	0.06%	139
2021 Q2	$258K	Hold	1,628	–	–	0.06%	134
2021 Q1	$247K	Sell	1,628 -14	-0.9%	-$2.02K	0.06%	135
2020 Q4	$225K	Buy	+1,642	New	+$211K	0.06%	136
2020 Q1	–	Sell	-1,642	Closed	-$224K	–	130
2019 Q4	$224K	Buy	+1,642	New	+$216K	0.06%	135

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Madison Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2023 at 2,091 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #129.

Madison Wealth Management first reported a position in IWD in Q4 2019 and has held it in 13 quarters since. The position peaked at $330K in Q2 2023. 1,442 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

Madison Wealth Management held 2,091 shares of iShares Russell 1000 Value ETF worth $317K as of Q3 2023.
Madison Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2023.
iShares Russell 1000 Value ETF made up 0.07% of Madison Wealth Management's portfolio in Q3 2023, its #129 holding.
Madison Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 13 quarters since.
Madison Wealth Management's iShares Russell 1000 Value ETF position peaked at $330K in Q2 2023.
1,442 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

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