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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

McAdam LLC's IWB Position: Q1 2026 in Review

McAdam LLC reduced its iShares Russell 1000 ETF (IWB) stake by 18% in Q1 2026, selling an estimated $101K and leaving 1,233 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #261.

McAdam LLC first reported a position in IWB in Q1 2018 and has held it in 15 quarters since. The position peaked at $562K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

McAdam LLC held 1,233 shares of iShares Russell 1000 ETF worth $440K as of Q1 2026.
McAdam LLC sold 272 iShares Russell 1000 ETF shares in Q1 2026, an estimated $101K.
iShares Russell 1000 ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #261 holding.
McAdam LLC first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 15 quarters since.
McAdam LLC's iShares Russell 1000 ETF position peaked at $562K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.