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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return