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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

McAdam LLC's IWL Position: Q2 2026 in Review

McAdam LLC reduced its iShares Russell Top 200 ETF (IWL) stake by 43% in Q2 2026, selling an estimated $433K and leaving 3,156 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #252.

McAdam LLC first reported a position in IWL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q2 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • McAdam LLC held 3,156 shares of iShares Russell Top 200 ETF worth $584K as of Q2 2026.
  • McAdam LLC sold 2,410 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $433K.
  • iShares Russell Top 200 ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #252 holding.
  • McAdam LLC first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 16 quarters since.
  • McAdam LLC's iShares Russell Top 200 ETF position peaked at $1.24M in Q2 2022.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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