McAdam LLC
IUSG icon

McAdam LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

McAdam LLC’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$261K Buy
+1,346
New +$255K 0.01% 423
2023
Q2 		– Sell
-2,615
Closed -$232K – 267
2023
Q1 		$232K Buy
+2,615
New +$223K 0.02% 225
2018
Q4 		– Sell
-73
Closed -$5K – 329
2018
Q3 		$5K Hold
73
– – ﹤0.01% 411
2018
Q2 		$4K Hold
73
– – ﹤0.01% 423
2018
Q1 		$4K Buy
+73
New +$4.1K ﹤0.01% 431

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

McAdam LLC's IUSG Position: Q3 2026 in Review

McAdam LLC opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 1,346 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: McAdam LLC previously reported a position in IUSG as recently as Q1 2023.

McAdam LLC first reported a position in IUSG in Q1 2018 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • McAdam LLC held 1,346 shares of iShares Core S&P US Growth ETF worth $261K as of Q3 2026.
  • iShares Core S&P US Growth ETF was a new McAdam LLC position in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #423 holding.
  • McAdam LLC first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and has held it in 5 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.