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

McAdam LLC’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Sell	2,256 -26	-1%	-$2.73K	0.01%	432
2026 Q1	$222K	Buy	2,282 +156	+7%	+$15.6K	0.01%	395
2025 Q4	$205K	Buy	2,126 +45	+2%	+$4.33K	0.01%	402
2025 Q3	$201K	Buy	+2,081	New	+$197K	0.01%	385
2025 Q1	–	Sell	-2,664	Closed	-$235K	–	371
2024 Q4	$235K	Buy	2,664 +279	+12%	+$25.3K	0.01%	320
2024 Q3	$210K	Buy	+2,385	New	+$201K	0.01%	308
2024 Q2	–	Sell	-2,469	Closed	-$208K	–	331
2024 Q1	$208K	Buy	+2,469	New	+$196K	0.01%	283
2018 Q4	–	Sell	-992	Closed	-$54K	–	339
2018 Q3	$54K	Hold	992	–	–	0.02%	159
2018 Q2	$53K	Buy	992 +40	+4%	+$2.11K	0.02%	146
2018 Q1	$49K	Buy	+952	New	+$50.2K	0.02%	155

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McAdam LLC's IWR Position: Q2 2026 in Review

McAdam LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, selling an estimated $2.73K and leaving 2,256 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #432.

McAdam LLC first reported a position in IWR in Q1 2018 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

McAdam LLC held 2,256 shares of iShares Russell Mid-Cap ETF worth $249K as of Q2 2026.
McAdam LLC sold 26 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.73K.
iShares Russell Mid-Cap ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #432 holding.
McAdam LLC first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 10 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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