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

Maryland Capital Management’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
2022 Q3	–	Sell	-1,087	Closed	-$224K	–	222
2022 Q2	$224K	Sell	1,087 -14	-1%	-$3.12K	0.02%	214
2022 Q1	$282K	Hold	1,101	–	–	0.02%	209
2021 Q4	$323K	Hold	1,101	–	–	0.02%	212
2021 Q3	$323K	Hold	1,101	–	–	0.02%	200
2021 Q2	$343K	Buy	1,101 +18	+2%	+$5.42K	0.02%	193
2021 Q1	$326K	Hold	1,083	–	–	0.02%	191
2020 Q4	$310K	Hold	1,083	–	–	0.02%	187
2020 Q3	$240K	Buy	+1,083	New	+$237K	0.02%	187
2014 Q4	–	Sell	-4,350	Closed	-$564K	–	187
2014 Q3	$564K	Sell	4,350 -150	-3%	-$20.1K	0.1%	101
2014 Q2	$623K	Hold	4,500	–	–	0.11%	100
2014 Q1	$612K	Sell	4,500 -1,160	-20%	-$159K	0.11%	97
2013 Q4	$767K	Sell	5,660 -150	-3%	-$19.4K	0.12%	105
2013 Q3	$731K	Hold	5,810	–	–	0.12%	110
2013 Q2	$648K	Buy	+5,810	New	+$635K	0.11%	117

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Maryland Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 1,087 shares — an estimated $224K sold.

Maryland Capital Management first reported a position in IWO in Q2 2013 and held it in 14 quarters. The position peaked at $767K in Q4 2013. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Maryland Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Maryland Capital Management sold 1,087 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $224K.
Maryland Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 14 quarters.
Maryland Capital Management's iShares Russell 2000 Growth ETF position peaked at $767K in Q4 2013.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

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