Maryland Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$788	Buy	+2	New	+$730	﹤0.01%	258
2025 Q4	$1.94K	Sell	6 -2	-25%	-$650	﹤0.01%	242
2025 Q3	$2.56K	Hold	8	–	–	﹤0.01%	225
2025 Q2	$2.29K	Sell	8 -1	-11%	-$263	﹤0.01%	242
2025 Q1	$2.3K	Hold	9	–	–	﹤0.01%	206
2024 Q4	$2.59K	Hold	9	–	–	﹤0.01%	228
2024 Q3	$2.56K	Hold	9	–	–	﹤0.01%	217
2024 Q2	$2.36K	Hold	9	–	–	﹤0.01%	223
2024 Q1	$2.44K	Hold	9	–	–	﹤0.01%	199
2023 Q4	$2.27K	Hold	9	–	–	﹤0.01%	205
2023 Q3	$2.02K	Hold	9	–	–	﹤0.01%	208
2023 Q2	$2.18K	Hold	9	–	–	﹤0.01%	215
2023 Q1	$2.04K	Hold	9	–	–	﹤0.01%	212
2022 Q4	$1.93K	Hold	9	–	–	﹤0.01%	212
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	226
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	212
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	180
2021 Q4	$3K	Buy	+9	New	+$2.71K	﹤0.01%	166

Other funds holding IWO

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

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

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 2 shares worth $788. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWO as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q4 2021. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Maryland Capital Advisors held 2 shares of iShares Russell 2000 Growth ETF worth $788 as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #258 holding.
Maryland Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $3K in Q4 2021.
726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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