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McAdam LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

McAdam LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Sell
2,056
-911
-31% -$120K 0.01% 391
2026
Q1 		$336K Buy
2,967
+303
+11% +$36.4K 0.02% 321
2025
Q4 		$328K Sell
2,664
-43
-2% -$5.26K 0.02% 316
2025
Q3 		$327K Buy
2,707
+264
+11% +$30.4K 0.02% 290
2025
Q2 		$269K Sell
2,443
-102
-4% -$10.1K 0.01% 308
2025
Q1 		$236K Sell
2,545
-2,856
-53% -$288K 0.01% 298
2024
Q4 		$548K Buy
5,401
+255
+5% +$25.4K 0.03% 192
2024
Q3 		$493K Buy
5,146
+169
+3% +$15.6K 0.03% 199
2024
Q2 		$461K Sell
4,977
-184
-4% -$15.9K 0.03% 185
2024
Q1 		$436K Buy
5,161
+218
+4% +$17.5K 0.03% 182
2023
Q4 		$371K Buy
4,943
+562
+13% +$40K 0.03% 187
2023
Q3 		$300K Sell
4,381
-482
-10% -$34.1K 0.02% 203
2023
Q2 		$343K Buy
4,863
+54
+1% +$3.57K 0.03% 187
2023
Q1 		$307K Buy
4,809
+1,977
+70% +$121K 0.03% 196
2022
Q4 		$237K Buy
+2,832
New +$170K 0.02% 161
2022
Q2 		– Sell
-3,193
Closed -$244K – 227
2022
Q1 		$244K Buy
3,193
+361
+13% +$27.1K 0.02% 181
2021
Q4 		$237K Sell
2,832
-161
-5% -$13K 0.02% 161
2021
Q3 		$221K Sell
2,993
-301
-9% -$22.9K 0.02% 161
2021
Q2 		$250K Buy
+3,294
New +$228K 0.03% 153
2018
Q4 		– Sell
-664
Closed -$29K – 332
2018
Q3 		$29K Hold
664
– – 0.01% 212
2018
Q2 		$27K Buy
664
+420
+172% +$16.9K 0.01% 205
2018
Q1 		$9K Buy
+244
New +$9.73K ﹤0.01% 339

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McAdam LLC's IVW Position: Q2 2026 in Review

McAdam LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q2 2026, selling an estimated $120K and leaving 2,056 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #391.

McAdam LLC first reported a position in IVW in Q1 2018 and has held it in 22 quarters since. The position peaked at $548K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • McAdam LLC held 2,056 shares of iShares S&P 500 Growth ETF worth $283K as of Q2 2026.
  • McAdam LLC sold 911 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $120K.
  • iShares S&P 500 Growth ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #391 holding.
  • McAdam LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 22 quarters since.
  • McAdam LLC's iShares S&P 500 Growth ETF position peaked at $548K in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.