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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.24M	Buy	+26,116	New	+$3.15M	1.04%	19
2025 Q4	$3.09M	Sell	26,116 -56	-0.2%	-$6.63K	1.05%	20
2025 Q3	$3.06M	Hold	26,172	–	–	1.1%	19
2025 Q2	$2.78M	Hold	26,172	–	–	1.09%	19
2025 Q1	$2.36M	Hold	26,172	–	–	1.04%	21
2024 Q4	$2.63M	Hold	26,172	–	–	1.22%	16
2024 Q3	$2.46M	Hold	26,172	–	–	1.19%	21
2024 Q2	$2.38M	Hold	26,172	–	–	1.28%	17
2024 Q1	$2.21M	Hold	26,172	–	–	1.37%	21
2023 Q4	$1.98M	Sell	26,172 -1,212	-4%	-$85.7K	1.31%	21
2023 Q3	$1.82M	Hold	27,384	–	–	1.39%	20
2023 Q2	$1.88M	Hold	27,384	–	–	1.51%	17
2023 Q1	$1.67M	Hold	27,384	–	–	1.48%	18
2022 Q4	$1.47M	Hold	27,384	–	–	1.37%	21
2022 Q3	$1.44M	Sell	27,384 -144	-0.5%	-$8.47K	1.51%	17
2022 Q2	$1.5M	Hold	27,528	–	–	1.59%	16
2022 Q1	$1.91M	Sell	27,528 -104	-0.4%	-$7.1K	1.67%	18
2021 Q4	$2.11M	Buy	+27,632	New	+$2.05M	1.74%	17

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Maryland Capital Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 26,116 shares worth $3.24M. The stake represents 1.04% of the portfolio and ranks #19 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWF as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Maryland Capital Advisors held 26,116 shares of iShares Russell 1000 Growth ETF worth $3.24M as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell 1000 Growth ETF made up 1.04% of Maryland Capital Advisors's portfolio in Q2 2026, its #19 holding.
Maryland Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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