McAdam LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

McAdam LLC’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$591K	Sell	3,107 -49	-2%	-$9.23K	0.02%	247
2026 Q2	$584K	Sell	3,156 -2,410	-43%	-$433K	0.02%	252
2026 Q1	$893K	Sell	5,566 -585	-10%	-$98.6K	0.04%	171
2025 Q4	$1.05M	Sell	6,151 -1,198	-16%	-$202K	0.05%	150
2025 Q3	$1.22M	Sell	7,349 -526	-7%	-$83.7K	0.06%	129
2025 Q2	$1.21M	Buy	7,875 +2,923	+59%	+$412K	0.07%	125
2025 Q1	$680K	Buy	4,952 +2,254	+84%	+$327K	0.04%	155
2024 Q4	$390K	Sell	2,698 -64	-2%	-$9.26K	0.02%	233
2024 Q3	$388K	Buy	2,762 +39	+1%	+$5.29K	0.02%	222
2024 Q2	$365K	Sell	2,723 -133	-5%	-$17K	0.02%	208
2024 Q1	$363K	Sell	2,856 -14	-0.5%	-$1.7K	0.02%	203
2023 Q4	$330K	Buy	2,870 +213	+8%	+$23K	0.02%	203
2023 Q3	$275K	Sell	2,657 -72	-3%	-$7.72K	0.02%	213
2023 Q2	$291K	Sell	2,729 -108	-4%	-$10.9K	0.02%	209
2023 Q1	$276K	Buy	+2,837	New	+$267K	0.02%	211
2022 Q4	–	Sell	-13,997	Closed	-$1.19M	–	207
2022 Q3	$1.19M	Buy	13,997 +191	+1%	+$18.1K	0.13%	92
2022 Q2	$1.24M	Buy	+13,806	New	+$1.34M	0.13%	91

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

McAdam LLC's IWL Position: Q3 2026 in Review

McAdam LLC reduced its iShares Russell Top 200 ETF (IWL) stake by 1.6% in Q3 2026, selling an estimated $9.23K and leaving 3,107 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #247.

McAdam LLC first reported a position in IWL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2022. 68 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

McAdam LLC held 3,107 shares of iShares Russell Top 200 ETF worth $591K as of Q3 2026.
McAdam LLC sold 49 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $9.23K.
iShares Russell Top 200 ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #247 holding.
McAdam LLC first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 17 quarters since.
McAdam LLC's iShares Russell Top 200 ETF position peaked at $1.24M in Q2 2022.
68 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

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