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 Q3	$1.4M	Sell	3,362 -12	-0.4%	-$4.99K	0.05%	145
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

McAdam LLC's IWB Position: Q3 2026 in Review

McAdam LLC reduced its iShares Russell 1000 ETF (IWB) stake by 0.36% in Q3 2026, selling an estimated $4.99K and leaving 3,362 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #145.

McAdam LLC first reported a position in IWB in Q1 2018 and has held it in 17 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

McAdam LLC held 3,362 shares of iShares Russell 1000 ETF worth $1.4M as of Q3 2026.
McAdam LLC sold 12 iShares Russell 1000 ETF shares in Q3 2026, an estimated $4.99K.
iShares Russell 1000 ETF made up 0.05% of McAdam LLC's portfolio in Q3 2026, its #145 holding.
McAdam LLC first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 17 quarters since.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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