McAdam, LLC IWF Holdings History

Number of Shares
19,000.00
Current Holdings Value*
$8.07 Mil
% of Portfolio
0.44%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
28.02%

McAdam, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, McAdam, LLC held 19,000.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.07 Mil. This investment constitutes 0.44% of their stock portfolio, and McAdam, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then McAdam, LLC has made 7 purchases of IWF, at an average price of $261.35, for a total of 40,061.00 shares. In addition, there have been 14 sales at an average price of $244.68 for 21,061.00 shares. Based on historical transaction data and IWF's current price of $434.26, McAdam, LLC's estimated gain on his IWF holdings is $2.93 Mil, reflecting a 28.02% gain to date.

McAdam, LLC IWF ($434.26) Holding Chart

McAdam, LLC IWF ($434.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1