Maryland Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55K	Buy	+7	New	+$1.47K	﹤0.01%	244
2025 Q4	$1.27K	Hold	7	–	–	﹤0.01%	251
2025 Q3	$1.24K	Sell	7 -10	-59%	-$1.69K	﹤0.01%	233
2025 Q2	$2.68K	Hold	17	–	–	﹤0.01%	236
2025 Q1	$2.57K	Hold	17	–	–	﹤0.01%	202
2024 Q4	$2.79K	Hold	17	–	–	﹤0.01%	225
2024 Q3	$2.84K	Hold	17	–	–	﹤0.01%	216
2024 Q2	$2.59K	Hold	17	–	–	﹤0.01%	221
2024 Q1	$2.7K	Hold	17	–	–	﹤0.01%	196
2023 Q4	$2.64K	Hold	17	–	–	﹤0.01%	201
2023 Q3	$2.31K	Hold	17	–	–	﹤0.01%	203
2023 Q2	$2.39K	Hold	17	–	–	﹤0.01%	212
2023 Q1	$2.33K	Hold	17	–	–	﹤0.01%	209
2022 Q4	$2.36K	Hold	17	–	–	﹤0.01%	206
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	225
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	211
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	174
2021 Q4	$3K	Buy	+17	New	+$2.83K	﹤0.01%	165

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 7 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWN as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Maryland Capital Advisors held 7 shares of iShares Russell 2000 Value ETF worth $1.55K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #244 holding.
Maryland Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's iShares Russell 2000 Value ETF position peaked at $3K in Q1 2022.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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