McAdam LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
942
-6
| -0.6% | -$2.04K | 0.02% | 275 |
|
|
2025
Q1 | $291K | Sell |
948
-191
| -17% | -$58.6K | 0.02% | 266 |
|
|
2024
Q4 | $367K | Buy |
1,139
+18
| +2% | +$5.8K | 0.02% | 246 |
|
|
2024
Q3 | $352K | Sell |
1,121
-29
| -3% | -$9.12K | 0.02% | 231 |
|
|
2024
Q2 | $342K | Buy |
1,150
+131
| +13% | +$39K | 0.02% | 216 |
|
|
2024
Q1 | $294K | Buy |
1,019
+189
| +23% | +$54.5K | 0.02% | 231 |
|
|
2023
Q4 | $218K | Buy |
+830
| New | +$218K | 0.02% | 256 |
|
|
2023
Q3 | – | Sell |
-910
| Closed | -$222K | – | 262 |
|
|
2023
Q2 | $222K | Sell |
910
-6
| -0.7% | -$1.46K | 0.02% | 240 |
|
|
2023
Q1 | $206K | Buy |
+916
| New | +$206K | 0.02% | 240 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$9K | – | 334 |
|
|
2018
Q3 | $9K | Hold |
55
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 354 |
|