Maryland Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$681K	Buy	+4,650	New	+$641K	0.22%	44
2025 Q4	$638K	Hold	4,656	–	–	0.22%	46
2025 Q3	$663K	Hold	4,656	–	–	0.24%	42
2025 Q2	$646K	Hold	4,656	–	–	0.25%	43
2025 Q1	$547K	Hold	4,656	–	–	0.24%	44
2024 Q4	$590K	Hold	4,656	–	–	0.27%	44
2024 Q3	$546K	Hold	4,656	–	–	0.27%	42
2024 Q2	$514K	Hold	4,656	–	–	0.28%	42
2024 Q1	$531K	Hold	4,656	–	–	0.33%	42
2023 Q4	$486K	Hold	4,656	–	–	0.32%	42
2023 Q3	$425K	Hold	4,656	–	–	0.32%	42
2023 Q2	$450K	Hold	4,656	–	–	0.36%	42
2023 Q1	$424K	Hold	4,656	–	–	0.37%	44
2022 Q4	$389K	Hold	4,656	–	–	0.36%	44
2022 Q3	$365K	Hold	4,656	–	–	0.38%	36
2022 Q2	$369K	Hold	4,656	–	–	0.39%	37
2022 Q1	$468K	Hold	4,656	–	–	0.41%	33
2021 Q4	$536K	Buy	+4,656	New	+$543K	0.44%	31

Other funds holding IWP

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 4,650 shares worth $681K. The stake represents 0.22% of the portfolio and ranks #44 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWP as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Maryland Capital Advisors held 4,650 shares of iShares Russell Mid-Cap Growth ETF worth $681K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Maryland Capital Advisors's portfolio in Q2 2026, its #44 holding.
Maryland Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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