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McAdam LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

McAdam LLC’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Sell
49,227
-4,024
-8% -$1.14M 0.55% 22
2026
Q1 		$13.3M Buy
53,251
+3,853
+8% +$1.02M 0.6% 24
2025
Q4 		$13.7M Sell
49,398
-1,583
-3% -$439K 0.63% 24
2025
Q3 		$14M Sell
50,981
-1,535
-3% -$397K 0.69% 24
2025
Q2 		$12.9M Sell
52,516
-7,207
-12% -$1.6M 0.71% 22
2025
Q1 		$12.6M Buy
59,723
+798
+1% +$184K 0.78% 20
2024
Q4 		$13.9M Sell
58,925
-2,695
-4% -$619K 0.76% 20
2024
Q3 		$13.6M Buy
61,620
+1,444
+2% +$307K 0.76% 21
2024
Q2 		$12.9M Sell
60,176
-1,659
-3% -$331K 0.78% 21
2024
Q1 		$12.1M Sell
61,835
-2,800
-4% -$523K 0.77% 20
2023
Q4 		$11.3M Sell
64,635
-2,361
-4% -$388K 0.82% 22
2023
Q3 		$10.3M Sell
66,996
-456
-0.7% -$72.7K 0.84% 23
2023
Q2 		$10.7M Sell
67,452
-2,338
-3% -$341K 0.88% 22
2023
Q1 		$9.7M Buy
69,790
+64,592
+1,243% +$8.39M 0.87% 20
2022
Q4 		$901K Sell
5,198
-39,161
-88% -$4.87M 0.09% 80
2022
Q3 		$5.3M Buy
44,359
+852
+2% +$114K 0.57% 37
2022
Q2 		$5.45M Buy
43,507
+26,838
+161% +$3.68M 0.58% 38
2022
Q1 		$2.65M Buy
16,669
+11,471
+221% +$1.79M 0.25% 57
2021
Q4 		$901K Buy
5,198
+1,382
+36% +$230K 0.09% 80
2021
Q3 		$583K Sell
3,816
-44
-1% -$6.94K 0.06% 90
2021
Q2 		$608K Buy
+3,860
New +$552K 0.07% 90

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC's IWY Position: Q2 2026 in Review

McAdam LLC reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.6% in Q2 2026, selling an estimated $1.14M and leaving 49,227 shares worth $14.3M. The position accounts for 0.55% of the portfolio, ranked #22.

McAdam LLC first reported a position in IWY in Q2 2021 and has held it in 21 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • McAdam LLC held 49,227 shares of iShares Russell Top 200 Growth ETF worth $14.3M as of Q2 2026.
  • McAdam LLC sold 4,024 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Russell Top 200 Growth ETF made up 0.55% of McAdam LLC's portfolio in Q2 2026, its #22 holding.
  • McAdam LLC first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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