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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	+8,957	New	+$2.09M	0.7%	26
2025 Q4	$1.89M	Hold	8,964	–	–	0.64%	28
2025 Q3	$1.82M	Hold	8,964	–	–	0.65%	28
2025 Q2	$1.74M	Hold	8,964	–	–	0.68%	28
2025 Q1	$1.69M	Hold	8,964	–	–	0.74%	27
2024 Q4	$1.66M	Hold	8,964	–	–	0.77%	25
2024 Q3	$1.7M	Sell	8,964 -39	-0.4%	-$7.11K	0.83%	25
2024 Q2	$1.57M	Hold	9,003	–	–	0.85%	25
2024 Q1	$1.61M	Sell	9,003 -8	-0.1%	-$1.35K	1%	26
2023 Q4	$1.49M	Sell	9,011 -608	-6%	-$93.9K	0.98%	26
2023 Q3	$1.46M	Sell	9,619 -36	-0.4%	-$5.71K	1.11%	24
2023 Q2	$1.52M	Sell	9,655 -58	-0.6%	-$8.87K	1.22%	23
2023 Q1	$1.48M	Sell	9,713 -262	-3%	-$40.5K	1.31%	22
2022 Q4	$1.51M	Sell	9,975 -11	-0.1%	-$1.65K	1.41%	19
2022 Q3	$1.36M	Sell	9,986 -16	-0.2%	-$2.4K	1.43%	19
2022 Q2	$1.45M	Sell	10,002 -11	-0.1%	-$1.72K	1.53%	18
2022 Q1	$1.66M	Hold	10,013	–	–	1.46%	21
2021 Q4	$1.68M	Buy	+10,013	New	+$1.64M	1.39%	22

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 8,957 shares worth $2.17M. The stake represents 0.7% of the portfolio and ranks #26 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWD as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,073 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Maryland Capital Advisors held 8,957 shares of iShares Russell 1000 Value ETF worth $2.17M as of Q2 2026.
iShares Russell 1000 Value ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.7% of Maryland Capital Advisors's portfolio in Q2 2026, its #26 holding.
Maryland Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,073 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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