Maryland Capital Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Buy	+2,028	New	+$320K	0.11%	66
2025 Q4	$286K	Hold	2,028	–	–	0.1%	75
2025 Q3	$283K	Hold	2,028	–	–	0.1%	71
2025 Q2	$268K	Hold	2,028	–	–	0.11%	71
2025 Q1	$255K	Hold	2,028	–	–	0.11%	65
2024 Q4	$262K	Hold	2,028	–	–	0.12%	68
2024 Q3	$268K	Hold	2,028	–	–	0.13%	63
2024 Q2	$245K	Hold	2,028	–	–	0.13%	63
2024 Q1	$254K	Hold	2,028	–	–	0.16%	63
2023 Q4	$236K	Hold	2,028	–	–	0.16%	62
2023 Q3	$212K	Hold	2,028	–	–	0.16%	63
2023 Q2	$223K	Hold	2,028	–	–	0.18%	64
2023 Q1	$215K	Hold	2,028	–	–	0.19%	62
2022 Q4	$214K	Hold	2,028	–	–	0.2%	61
2022 Q3	$195K	Hold	2,028	–	–	0.2%	56
2022 Q2	$206K	Hold	2,028	–	–	0.22%	51
2022 Q1	$243K	Hold	2,028	–	–	0.21%	45
2021 Q4	$248K	Buy	+2,028	New	+$242K	0.2%	47

Other funds holding IWS

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

FCBT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

VIA

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

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

Maryland Capital Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 2,028 shares worth $334K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IWS as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. 691 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Maryland Capital Advisors held 2,028 shares of iShares Russell Mid-Cap Value ETF worth $334K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.11% of Maryland Capital Advisors's portfolio in Q2 2026, its #66 holding.
Maryland Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
691 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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