McAdam LLC
IVW icon

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
Q3 		$304K Buy
2,138
+82
+4% +$11.4K 0.01% 386
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 +$9.7K ﹤0.01% 339

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

McAdam LLC's IVW Position: Q3 2026 in Review

McAdam LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 4% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,138 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #386.

McAdam LLC first reported a position in IVW in Q1 2018 and has held it in 23 quarters since. The position peaked at $548K in Q4 2024. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • McAdam LLC held 2,138 shares of iShares S&P 500 Growth ETF worth $304K as of Q3 2026.
  • McAdam LLC bought 82 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $11.4K.
  • iShares S&P 500 Growth ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #386 holding.
  • McAdam LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 23 quarters since.
  • McAdam LLC's iShares S&P 500 Growth ETF position peaked at $548K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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