ML
IWF icon

McAdam LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McAdam LLC’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.4M Sell
67,636
-3,112
-4% -$375K 0.32% 35
2026
Q1 		$7.54M Sell
70,748
-436
-0.6% -$49.5K 0.34% 35
2025
Q4 		$8.42M Sell
71,184
-1,932
-3% -$229K 0.39% 33
2025
Q3 		$8.56M Sell
73,116
-2,884
-4% -$321K 0.42% 33
2025
Q2 		$8.07M Buy
76,000
+34,072
+81% +$3.26M 0.44% 33
2025
Q1 		$3.78M Sell
41,928
-8,268
-16% -$816K 0.23% 59
2024
Q4 		$5.04M Sell
50,196
-192
-0.4% -$18.9K 0.28% 53
2024
Q3 		$4.73M Sell
50,388
-2,788
-5% -$253K 0.27% 57
2024
Q2 		$4.85M Buy
53,176
+616
+1% +$52.6K 0.29% 51
2024
Q1 		$4.43M Sell
52,560
-2,292
-4% -$185K 0.28% 53
2023
Q4 		$4.16M Sell
54,852
-2,428
-4% -$172K 0.3% 50
2023
Q3 		$3.81M Sell
57,280
-732
-1% -$50.5K 0.31% 50
2023
Q2 		$3.99M Sell
58,012
-1,784
-3% -$113K 0.33% 49
2023
Q1 		$3.65M Buy
59,796
+55,720
+1,367% +$3.21M 0.33% 50
2022
Q4 		$311K Sell
4,076
-51,340
-93% -$2.82M 0.03% 143
2022
Q3 		$2.92M Sell
55,416
-2,264
-4% -$133K 0.32% 55
2022
Q2 		$3.15M Buy
57,680
+53,768
+1,374% +$3.23M 0.33% 55
2022
Q1 		$272K Sell
3,912
-164
-4% -$11.2K 0.03% 172
2021
Q4 		$311K Sell
4,076
-444
-10% -$32.9K 0.03% 143
2021
Q3 		$310K Buy
4,520
+1,208
+36% +$85.5K 0.03% 132
2021
Q2 		$234K Hold
3,312
– – 0.03% 156
2021
Q1 		$201K Buy
+3,312
New +$202K 0.03% 152
2020
Q4 		– Sell
-6,528
Closed -$354K – 167
2020
Q3 		$354K Hold
6,528
– – 0.07% 82
2020
Q2 		$313K Hold
6,528
– – 0.07% 83
2020
Q1 		$246K Hold
6,528
– – 0.07% 84
2019
Q4 		$287K Sell
6,528
-452
-6% -$18.9K 0.07% 62
2019
Q3 		$279K Buy
+6,980
New +$280K 0.08% 58
2018
Q4 		– Sell
-4,568
Closed -$178K – 335
2018
Q3 		$178K Hold
4,568
– – 0.07% 71
2018
Q2 		$164K Hold
4,568
– – 0.07% 68
2018
Q1 		$155K Buy
+4,568
New +$160K 0.07% 71

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McAdam LLC's IWF Position: Q2 2026 in Review

McAdam LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, selling an estimated $375K and leaving 67,636 shares worth $8.4M. The position accounts for 0.32% of the portfolio, ranked #35.

McAdam LLC first reported a position in IWF in Q1 2018 and has held it in 30 quarters since. The position peaked at $8.56M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • McAdam LLC held 67,636 shares of iShares Russell 1000 Growth ETF worth $8.4M as of Q2 2026.
  • McAdam LLC sold 3,112 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $375K.
  • iShares Russell 1000 Growth ETF made up 0.32% of McAdam LLC's portfolio in Q2 2026, its #35 holding.
  • McAdam LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 30 quarters since.
  • McAdam LLC's iShares Russell 1000 Growth ETF position peaked at $8.56M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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