Madison Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$358K	Hold	2,028	–	–	0.08%	122
2023 Q2	$380K	Buy	2,028 +50	+3%	+$8.91K	0.08%	121
2023 Q1	$353K	Sell	1,978 -65	-3%	-$12K	0.08%	123
2022 Q4	$356K	Buy	2,043 +160	+8%	+$28.5K	0.08%	122
2022 Q3	$311K	Hold	1,883	–	–	0.08%	129
2022 Q2	$319K	Hold	1,883	–	–	0.08%	124
2022 Q1	$387K	Hold	1,883	–	–	0.08%	122
2021 Q4	$419K	Buy	1,883 +2	+0.1%	+$452	0.08%	116
2021 Q3	$412K	Buy	1,881 +7	+0.4%	+$1.55K	0.09%	116
2021 Q2	$430K	Buy	1,874 +5	+0.3%	+$1.12K	0.09%	113
2021 Q1	$413K	Hold	1,869	–	–	0.1%	113
2020 Q4	$367K	Buy	+1,869	New	+$327K	0.1%	113
2020 Q1	–	Sell	-4,898	Closed	-$812K	–	131
2019 Q4	$812K	Buy	+4,898	New	+$774K	0.23%	82

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Madison Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2023 at 2,028 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #122.

Madison Wealth Management first reported a position in IWM in Q4 2019 and has held it in 13 quarters since. The position peaked at $812K in Q4 2019. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Madison Wealth Management held 2,028 shares of iShares Russell 2000 ETF worth $358K as of Q3 2023.
Madison Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2023.
iShares Russell 2000 ETF made up 0.08% of Madison Wealth Management's portfolio in Q3 2023, its #122 holding.
Madison Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 13 quarters since.
Madison Wealth Management's iShares Russell 2000 ETF position peaked at $812K in Q4 2019.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

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