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McAdam LLC’s iShares Russell 2000 ETF IWM Stock Holding History

McAdam LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$897K Sell
3,618
-229
-6% -$59.1K 0.04% 169
2025
Q4 		$947K Buy
3,847
+502
+15% +$123K 0.04% 161
2025
Q3 		$809K Sell
3,345
-73
-2% -$16.8K 0.04% 160
2025
Q2 		$738K Buy
3,418
+1,803
+112% +$363K 0.04% 160
2025
Q1 		$322K Sell
1,615
-859
-35% -$186K 0.02% 252
2024
Q4 		$547K Buy
2,474
+3
+0.1% +$684 0.03% 194
2024
Q3 		$546K Sell
2,471
-79
-3% -$16.9K 0.03% 188
2024
Q2 		$517K Sell
2,550
-205
-7% -$41.4K 0.03% 176
2024
Q1 		$579K Buy
2,755
+42
+2% +$8.38K 0.04% 158
2023
Q4 		$544K Buy
2,713
+256
+10% +$45.9K 0.04% 157
2023
Q3 		$434K Sell
2,457
-28
-1% -$5.26K 0.04% 168
2023
Q2 		$465K Sell
2,485
-60
-2% -$10.7K 0.04% 160
2023
Q1 		$454K Buy
2,545
+1,538
+153% +$283K 0.04% 158
2022
Q4 		$224K Sell
1,007
-1,619
-62% -$288K 0.02% 169
2022
Q3 		$433K Sell
2,626
-388
-13% -$70.8K 0.05% 137
2022
Q2 		$510K Buy
3,014
+1,505
+100% +$277K 0.05% 133
2022
Q1 		$310K Buy
1,509
+502
+50% +$102K 0.03% 158
2021
Q4 		$224K Sell
1,007
-71
-7% -$16K 0.02% 169
2021
Q3 		$236K Sell
1,078
-19
-2% -$4.21K 0.03% 156
2021
Q2 		$244K Buy
+1,097
New +$247K 0.03% 154
2018
Q4 		– Sell
-686
Closed -$113K – 336
2018
Q3 		$113K Buy
686
+21
+3% +$3.54K 0.04% 97
2018
Q2 		$109K Buy
665
+35
+6% +$5.6K 0.04% 93
2018
Q1 		$96K Buy
+630
New +$97.3K 0.04% 101

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

McAdam LLC's IWM Position: Q1 2026 in Review

McAdam LLC reduced its iShares Russell 2000 ETF (IWM) stake by 6% in Q1 2026, selling an estimated $59.1K and leaving 3,618 shares worth $897K. The position accounts for 0.04% of the portfolio, ranked #169.

McAdam LLC first reported a position in IWM in Q1 2018 and has held it in 23 quarters since. The position peaked at $947K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • McAdam LLC held 3,618 shares of iShares Russell 2000 ETF worth $897K as of Q1 2026.
  • McAdam LLC sold 229 iShares Russell 2000 ETF shares in Q1 2026, an estimated $59.1K.
  • iShares Russell 2000 ETF made up 0.04% of McAdam LLC's portfolio in Q1 2026, its #169 holding.
  • McAdam LLC first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 23 quarters since.
  • McAdam LLC's iShares Russell 2000 ETF position peaked at $947K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.