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McAdam LLC’s iShares Russell 1000 ETF IWB Stock Holding History

McAdam LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
3,374
+2,141
+174% +$849K 0.05% 137
2026
Q1 		$440K Sell
1,233
-272
-18% -$101K 0.02% 261
2025
Q4 		$562K Buy
1,505
+563
+60% +$209K 0.03% 219
2025
Q3 		$344K Hold
942
– – 0.02% 275
2025
Q2 		$320K Sell
942
-6
-0.6% -$1.88K 0.02% 275
2025
Q1 		$291K Sell
948
-191
-17% -$61.8K 0.02% 266
2024
Q4 		$367K Buy
1,139
+18
+2% +$5.83K 0.02% 246
2024
Q3 		$352K Sell
1,121
-29
-3% -$8.78K 0.02% 231
2024
Q2 		$342K Buy
1,150
+131
+13% +$37.6K 0.02% 216
2024
Q1 		$294K Buy
1,019
+189
+23% +$51.8K 0.02% 231
2023
Q4 		$218K Buy
+830
New +$203K 0.02% 256
2023
Q3 		– Sell
-910
Closed -$222K – 264
2023
Q2 		$222K Sell
910
-6
-0.7% -$1.38K 0.02% 240
2023
Q1 		$206K Buy
+916
New +$202K 0.02% 240
2018
Q4 		– Sell
-55
Closed -$9K – 333
2018
Q3 		$9K Hold
55
– – ﹤0.01% 351
2018
Q2 		$8K Hold
55
– – ﹤0.01% 344
2018
Q1 		$8K Buy
+55
New +$8.36K ﹤0.01% 354

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McAdam LLC's IWB Position: Q2 2026 in Review

McAdam LLC increased its iShares Russell 1000 ETF (IWB) stake by 174% in Q2 2026, buying an estimated $849K and bringing the position to 3,374 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #137.

McAdam LLC first reported a position in IWB in Q1 2018 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • McAdam LLC held 3,374 shares of iShares Russell 1000 ETF worth $1.38M as of Q2 2026.
  • McAdam LLC bought 2,141 iShares Russell 1000 ETF shares in Q2 2026, an estimated $849K.
  • iShares Russell 1000 ETF made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #137 holding.
  • McAdam LLC first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 16 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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