Madison Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$349K	Hold	1,425	–	–	0.07%	123
2023 Q2	$363K	Hold	1,425	–	–	0.07%	123
2023 Q1	$335K	Hold	1,425	–	–	0.07%	126
2022 Q4	$314K	Hold	1,425	–	–	0.07%	128
2022 Q3	$295K	Hold	1,425	–	–	0.07%	133
2022 Q2	$310K	Hold	1,425	–	–	0.08%	127
2022 Q1	$374K	Hold	1,425	–	–	0.08%	124
2021 Q4	$395K	Hold	1,425	–	–	0.08%	122
2021 Q3	$363K	Hold	1,425	–	–	0.08%	124
2021 Q2	$365K	Hold	1,425	–	–	0.08%	124
2021 Q1	$338K	Hold	1,425	–	–	0.08%	122
2020 Q4	$319K	Hold	1,425	–	–	0.08%	120
2020 Q3	$279K	Hold	1,425	–	–	0.08%	118
2020 Q2	$257K	Hold	1,425	–	–	0.08%	109
2020 Q1	$211K	Hold	1,425	–	–	0.08%	103
2019 Q4	$269K	Buy	+1,425	New	+$257K	0.08%	124

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

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

Madison Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q3 2023 at 1,425 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #123.

Madison Wealth Management first reported a position in IWV in Q4 2019 and has held it in 16 quarters since. The position peaked at $395K in Q4 2021. 683 funds tracked by Wall St. Rank hold IWV as of Q3 2023.

Madison Wealth Management held 1,425 shares of iShares Russell 3000 ETF worth $349K as of Q3 2023.
Madison Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q3 2023.
iShares Russell 3000 ETF made up 0.07% of Madison Wealth Management's portfolio in Q3 2023, its #123 holding.
Madison Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's iShares Russell 3000 ETF position peaked at $395K in Q4 2021.
683 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2023.

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