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McAdam LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

McAdam LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
3,688
-1,961
-35% -$716K 0.06% 131
2026
Q1 		$1.77M Sell
5,649
-153
-3% -$50.9K 0.08% 116
2025
Q4 		$1.87M Sell
5,802
-335
-5% -$109K 0.09% 108
2025
Q3 		$1.96M Sell
6,137
-1,426
-19% -$430K 0.1% 102
2025
Q2 		$2.16M Buy
7,563
+755
+11% +$199K 0.12% 90
2025
Q1 		$1.74M Sell
6,808
-340
-5% -$96K 0.11% 98
2024
Q4 		$2.06M Buy
7,148
+26
+0.4% +$7.69K 0.11% 94
2024
Q3 		$2.02M Buy
7,122
+972
+16% +$266K 0.11% 90
2024
Q2 		$1.61M Buy
6,150
+331
+6% +$85.9K 0.1% 92
2024
Q1 		$1.58M Sell
5,819
-246
-4% -$62.9K 0.1% 93
2023
Q4 		$1.53M Buy
6,065
+1,004
+20% +$226K 0.11% 90
2023
Q3 		$1.13M Buy
5,061
+466
+10% +$112K 0.09% 98
2023
Q2 		$1.12M Sell
4,595
-91
-2% -$20.9K 0.09% 103
2023
Q1 		$1.06M Buy
+4,686
New +$1.07M 0.1% 107
2022
Q4 		– Sell
-2,820
Closed -$583K – 208
2022
Q3 		$583K Buy
2,820
+224
+9% +$50.4K 0.06% 123
2022
Q2 		$536K Buy
2,596
+943
+57% +$210K 0.06% 129
2022
Q1 		$423K Buy
+1,653
New +$423K 0.04% 122
2018
Q4 		– Sell
-23
Closed -$5K – 337
2018
Q3 		$5K Hold
23
– – ﹤0.01% 412
2018
Q2 		$5K Hold
23
– – ﹤0.01% 396
2018
Q1 		$4K Buy
+23
New +$4.42K ﹤0.01% 433

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

McAdam LLC's IWO Position: Q2 2026 in Review

McAdam LLC reduced its iShares Russell 2000 Growth ETF (IWO) stake by 35% in Q2 2026, selling an estimated $716K and leaving 3,688 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #131.

McAdam LLC first reported a position in IWO in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.16M in Q2 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • McAdam LLC held 3,688 shares of iShares Russell 2000 Growth ETF worth $1.45M as of Q2 2026.
  • McAdam LLC sold 1,961 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $716K.
  • iShares Russell 2000 Growth ETF made up 0.06% of McAdam LLC's portfolio in Q2 2026, its #131 holding.
  • McAdam LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 20 quarters since.
  • McAdam LLC's iShares Russell 2000 Growth ETF position peaked at $2.16M in Q2 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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