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

Maryland Capital Management’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
2022
Q3 		$401K Sell
7,616
-308
-4% -$18.1K 0.03% 160
2022
Q2 		$433K Sell
7,924
-28,328
-78% -$1.7M 0.03% 156
2022
Q1 		$2.52M Sell
36,252
-3,444
-9% -$235K 0.16% 78
2021
Q4 		$3.03M Sell
39,696
-2,292
-5% -$170K 0.16% 73
2021
Q3 		$2.88M Buy
41,988
+1,068
+3% +$75.6K 0.17% 73
2021
Q2 		$2.78M Buy
40,920
+476
+1% +$30.7K 0.17% 75
2021
Q1 		$2.46M Buy
40,444
+27,600
+215% +$1.68M 0.16% 75
2020
Q4 		$774K Sell
12,844
-992
-7% -$56.5K 0.05% 120
2020
Q3 		$750K Sell
13,836
-1,920
-12% -$101K 0.06% 110
2020
Q2 		$756K Buy
15,756
+760
+5% +$33.5K 0.07% 105
2020
Q1 		$564K Sell
14,996
-140
-0.9% -$6.03K 0.07% 117
2019
Q4 		$666K Sell
15,136
-312
-2% -$13K 0.07% 109
2019
Q3 		$617K Sell
15,448
-900
-6% -$36.1K 0.07% 119
2019
Q2 		$643K Hold
16,348
– – 0.08% 115
2019
Q1 		$618K Buy
16,348
+1,380
+9% +$49.6K 0.08% 116
2018
Q4 		$490K Hold
14,968
– – 0.07% 119
2018
Q3 		$584K Hold
14,968
– – 0.08% 117
2018
Q2 		$538K Hold
14,968
– – 0.07% 116
2018
Q1 		$509K Hold
14,968
– – 0.07% 115
2017
Q4 		$504K Hold
14,968
– – 0.07% 118
2017
Q3 		$468K Buy
14,968
+564
+4% +$17.3K 0.07% 113
2017
Q2 		$428K Sell
14,404
-1,448
-9% -$42.5K 0.06% 119
2017
Q1 		$451K Sell
15,852
-4,460
-22% -$124K 0.07% 117
2016
Q4 		$533K Hold
20,312
– – 0.08% 107
2016
Q3 		$529K Sell
20,312
-6,104
-23% -$159K 0.08% 102
2016
Q2 		$663K Buy
26,416
+300
+1% +$7.49K 0.1% 93
2016
Q1 		$651K Buy
26,116
+4
+0% +$95 0.09% 92
2015
Q4 		$649K Buy
26,112
+7,372
+39% +$184K 0.1% 91
2015
Q3 		$436K Buy
18,740
+96
+0.5% +$2.36K 0.07% 107
2015
Q2 		$462K Hold
18,644
– – 0.07% 107
2015
Q1 		$461K Buy
18,644
+128
+0.7% +$3.13K 0.07% 108
2014
Q4 		$443K Hold
18,516
– – 0.07% 112
2014
Q3 		$424K Sell
18,516
-44
-0.2% -$1.01K 0.07% 118
2014
Q2 		$422K Buy
18,560
+5,180
+39% +$114K 0.07% 123
2014
Q1 		$289K Sell
13,380
-30,592
-70% -$657K 0.05% 137
2013
Q4 		$945K Sell
43,972
-2,528
-5% -$51.9K 0.15% 97
2013
Q3 		$909K Sell
46,500
-300
-0.6% -$5.74K 0.15% 99
2013
Q2 		$851K Buy
+46,800
New +$857K 0.15% 98

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Maryland Capital Management's IWF Position: Q3 2022 in Review

Maryland Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q3 2022, selling an estimated $18.1K and leaving 7,616 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #160.

Maryland Capital Management first reported a position in IWF in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.03M in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

  • Maryland Capital Management held 7,616 shares of iShares Russell 1000 Growth ETF worth $401K as of Q3 2022.
  • Maryland Capital Management sold 308 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $18.1K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Maryland Capital Management's portfolio in Q3 2022, its #160 holding.
  • Maryland Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 38 quarters since.
  • Maryland Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.03M in Q4 2021.
  • 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.