McAdam LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.67M | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $628K | Sell |
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|
2022
Q2 | $747K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $49K | Hold |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $47K | Buy |
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