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McAdam LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

McAdam LLC’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.27M Sell
35,997
-12,498
-26% -$1.72M 0.2% 54
2026
Q1 		$6.21M Buy
48,495
+2,670
+6% +$361K 0.28% 45
2025
Q4 		$6.28M Buy
45,825
+1,017
+2% +$142K 0.29% 44
2025
Q3 		$6.38M Sell
44,808
-1,593
-3% -$225K 0.31% 40
2025
Q2 		$6.43M Buy
46,401
+2,285
+5% +$289K 0.35% 37
2025
Q1 		$5.18M Sell
44,116
-8,078
-15% -$1.04M 0.32% 39
2024
Q4 		$6.62M Sell
52,194
-1,728
-3% -$220K 0.36% 43
2024
Q3 		$6.32M Buy
53,922
+3,435
+7% +$384K 0.35% 43
2024
Q2 		$5.57M Sell
50,487
-340
-0.7% -$37.4K 0.34% 46
2024
Q1 		$5.8M Sell
50,827
-1,933
-4% -$209K 0.37% 44
2023
Q4 		$5.51M Sell
52,760
-425
-0.8% -$40.3K 0.4% 44
2023
Q3 		$4.86M Buy
53,185
+682
+1% +$65.2K 0.4% 44
2023
Q2 		$5.07M Sell
52,503
-186
-0.4% -$16.9K 0.42% 43
2023
Q1 		$4.8M Buy
52,689
+32,532
+161% +$2.9M 0.43% 43
2022
Q4 		$2.32M Sell
20,157
-15,111
-43% -$1.27M 0.23% 55
2022
Q3 		$2.77M Sell
35,268
-224
-0.6% -$19.3K 0.3% 57
2022
Q2 		$2.81M Buy
35,492
+8,554
+32% +$745K 0.3% 57
2022
Q1 		$2.71M Buy
26,938
+6,781
+34% +$675K 0.26% 54
2021
Q4 		$2.32M Buy
20,157
+880
+5% +$103K 0.23% 55
2021
Q3 		$2.16M Sell
19,277
-1,491
-7% -$172K 0.24% 53
2021
Q2 		$2.38M Buy
20,768
+882
+4% +$94.2K 0.27% 50
2021
Q1 		$2.03M Sell
19,886
-94
-0.5% -$9.83K 0.29% 50
2020
Q4 		$2.11M Sell
19,980
-3,074
-13% -$293K 0.32% 45
2020
Q3 		$1.99M Buy
23,054
+812
+4% +$68.5K 0.38% 38
2020
Q2 		$1.76M Buy
22,242
+13,942
+168% +$1.01M 0.37% 38
2020
Q1 		$505K Buy
+8,300
New +$605K 0.14% 51
2018
Q4 		– Sell
-574
Closed -$38K – 338
2018
Q3 		$38K Hold
574
– – 0.01% 189
2018
Q2 		$36K Hold
574
– – 0.01% 181
2018
Q1 		$35K Buy
+574
New +$35.8K 0.02% 188

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

McAdam LLC's IWP Position: Q2 2026 in Review

McAdam LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 26% in Q2 2026, selling an estimated $1.72M and leaving 35,997 shares worth $5.27M. The position accounts for 0.2% of the portfolio, ranked #54.

McAdam LLC first reported a position in IWP in Q1 2018 and has held it in 29 quarters since. The position peaked at $6.62M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • McAdam LLC held 35,997 shares of iShares Russell Mid-Cap Growth ETF worth $5.27M as of Q2 2026.
  • McAdam LLC sold 12,498 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.72M.
  • iShares Russell Mid-Cap Growth ETF made up 0.2% of McAdam LLC's portfolio in Q2 2026, its #54 holding.
  • McAdam LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • McAdam LLC's iShares Russell Mid-Cap Growth ETF position peaked at $6.62M in Q4 2024.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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