Ownership history in McAdam, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in ISHARES TR (IWY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 49,398 | -1,583 | -3.1% | 0.63% | $13.7M | $276.73 |
| 2025 Q3 | REDUCED | 50,981 | -1,535 | -2.9% | 0.69% | $14.0M | $273.17 |
| 2025 Q2 | REDUCED | 52,516 | -7,207 | -12.1% | 0.71% | $12.9M | $245.84 |
| 2025 Q1 | ADDED | 59,723 | +798 | +1.4% | 0.78% | $12.6M | $210.15 |
| 2024 Q4 | REDUCED | 58,925 | -2,695 | -4.4% | 0.76% | $13.9M | $234.13 |
| 2024 Q3 | ADDED | 61,620 | +1,444 | +2.4% | 0.76% | $13.6M | $218.76 |
| 2024 Q2 | REDUCED | 60,176 | -1,659 | -2.7% | 0.78% | $12.9M | $212.97 |
| 2024 Q1 | REDUCED | 61,835 | -2,800 | -4.3% | 0.77% | $12.1M | $193.51 |
| 2023 Q4 | REDUCED | 64,635 | -2,361 | -3.5% | 0.82% | $11.3M | $173.57 |
| 2023 Q3 | REDUCED | 66,996 | -456 | -0.7% | 0.84% | $10.3M | $152.05 |
As of 2025 Q4 — sorted by position size