ML
McAdam LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
7,563
+755
| +11% | +$216K | 0.12% | 90 |
|
|
2025
Q1 | $1.74M | Sell |
6,808
-340
| -5% | -$86.9K | 0.11% | 98 |
|
|
2024
Q4 | $2.06M | Buy |
7,148
+26
| +0.4% | +$7.48K | 0.11% | 94 |
|
|
2024
Q3 | $2.02M | Buy |
7,122
+972
| +16% | +$276K | 0.11% | 90 |
|
|
2024
Q2 | $1.61M | Buy |
6,150
+331
| +6% | +$86.9K | 0.1% | 92 |
|
|
2024
Q1 | $1.58M | Sell |
5,819
-246
| -4% | -$66.6K | 0.1% | 93 |
|
|
2023
Q4 | $1.53M | Buy |
6,065
+1,004
| +20% | +$253K | 0.11% | 90 |
|
|
2023
Q3 | $1.13M | Buy |
5,061
+466
| +10% | +$104K | 0.09% | 98 |
|
|
2023
Q2 | $1.12M | Sell |
4,595
-91
| -2% | -$22.1K | 0.09% | 103 |
|
|
2023
Q1 | $1.06M | Buy |
+4,686
| New | +$1.06M | 0.1% | 107 |
|
|
2022
Q4 | – | Sell |
-2,820
| Closed | -$583K | – | 207 |
|
|
2022
Q3 | $583K | Buy |
2,820
+224
| +9% | +$46.3K | 0.06% | 123 |
|
|
2022
Q2 | $536K | Buy |
2,596
+943
| +57% | +$195K | 0.06% | 129 |
|
|
2022
Q1 | $423K | Buy |
+1,653
| New | +$423K | 0.04% | 122 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$5K | – | 338 |
|
|
2018
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 412 |
|
|
2018
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 396 |
|
|
2018
Q1 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 433 |
|