Maryland Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Maryland Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Buy	+261	New	+$103K	0.03%	107
2025 Q4	$97.5K	Hold	261	–	–	0.03%	104
2025 Q3	$95.4K	Hold	261	–	–	0.03%	108
2025 Q2	$88.6K	Hold	261	–	–	0.03%	110
2025 Q1	$80.1K	Hold	261	–	–	0.04%	103
2024 Q4	$84.1K	Hold	261	–	–	0.04%	102
2024 Q3	$82.1K	Hold	261	–	–	0.04%	103
2024 Q2	$77.7K	Hold	261	–	–	0.04%	102
2024 Q1	$75.2K	Hold	261	–	–	0.05%	101
2023 Q4	$68.5K	Hold	261	–	–	0.05%	97
2023 Q3	$61.3K	Hold	261	–	–	0.05%	99
2023 Q2	$63.6K	Hold	261	–	–	0.05%	98
2023 Q1	$58.8K	Hold	261	–	–	0.05%	99
2022 Q4	$54.9K	Hold	261	–	–	0.05%	99
2022 Q3	$52K	Hold	261	–	–	0.05%	90
2022 Q2	$54K	Sell	261 -26	-9%	-$5.88K	0.06%	88
2022 Q1	$72K	Hold	287	–	–	0.06%	79
2021 Q4	$76K	Buy	+287	New	+$73.9K	0.06%	76

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Maryland Capital Advisors's IWB Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 261 shares worth $107K. The stake represents 0.03% of the portfolio and ranks #107 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWB as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Maryland Capital Advisors held 261 shares of iShares Russell 1000 ETF worth $107K as of Q2 2026.
iShares Russell 1000 ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Maryland Capital Advisors's portfolio in Q2 2026, its #107 holding.
Maryland Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.