ML
McAdam LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,664
| Closed | -$235K | – | 367 |
|
|
2024
Q4 | $235K | Buy |
2,664
+279
| +12% | +$24.7K | 0.01% | 320 |
|
|
2024
Q3 | $210K | Buy |
+2,385
| New | +$210K | 0.01% | 308 |
|
|
2024
Q2 | – | Sell |
-2,469
| Closed | -$208K | – | 329 |
|
|
2024
Q1 | $208K | Buy |
+2,469
| New | +$208K | 0.01% | 283 |
|
|
2018
Q4 | – | Sell |
-248
| Closed | -$54K | – | 340 |
|
|
2018
Q3 | $54K | Hold |
248
| – | – | 0.02% | 159 |
|
|
2018
Q2 | $53K | Buy |
248
+10
| +4% | +$2.14K | 0.02% | 146 |
|
|
2018
Q1 | $49K | Buy |
+238
| New | +$49K | 0.02% | 155 |
|