ML
McAdam LLC’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
7,875
+2,923
| +59% | +$448K | 0.07% | 125 |
|
|
2025
Q1 | $680K | Buy |
4,952
+2,254
| +84% | +$310K | 0.04% | 155 |
|
|
2024
Q4 | $390K | Sell |
2,698
-64
| -2% | -$9.26K | 0.02% | 233 |
|
|
2024
Q3 | $388K | Buy |
2,762
+39
| +1% | +$5.48K | 0.02% | 222 |
|
|
2024
Q2 | $365K | Sell |
2,723
-133
| -5% | -$17.8K | 0.02% | 208 |
|
|
2024
Q1 | $363K | Sell |
2,856
-14
| -0.5% | -$1.78K | 0.02% | 203 |
|
|
2023
Q4 | $330K | Buy |
2,870
+213
| +8% | +$24.5K | 0.02% | 203 |
|
|
2023
Q3 | $275K | Sell |
2,657
-72
| -3% | -$7.44K | 0.02% | 213 |
|
|
2023
Q2 | $291K | Sell |
2,729
-108
| -4% | -$11.5K | 0.02% | 209 |
|
|
2023
Q1 | $276K | Buy |
+2,837
| New | +$276K | 0.02% | 211 |
|
|
2022
Q4 | – | Sell |
-13,997
| Closed | -$1.19M | – | 206 |
|
|
2022
Q3 | $1.19M | Buy |
13,997
+191
| +1% | +$16.2K | 0.13% | 92 |
|
|
2022
Q2 | $1.24M | Buy |
+13,806
| New | +$1.24M | 0.13% | 91 |
|