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

Madison Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,656
Closed -$230K – 158
2022
Q4 		$230K Hold
1,656
– – 0.05% 146
2022
Q3 		$214K Sell
1,656
-555
-25% -$80.2K 0.05% 157
2022
Q2 		$301K Buy
+2,211
New +$329K 0.07% 131

Other funds holding IWN

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Madison Wealth Management's IWN Position: Q1 2023 in Review

Madison Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 1,656 shares — an estimated $230K sold.

Madison Wealth Management first reported a position in IWN in Q2 2022 and held it in 3 quarters. The position peaked at $301K in Q2 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • Madison Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Madison Wealth Management sold 1,656 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $230K.
  • Madison Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 3 quarters.
  • Madison Wealth Management's iShares Russell 2000 Value ETF position peaked at $301K in Q2 2022.
  • 869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Madison Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.