Advisors Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
4,541
+465
| +11% | +$158K | 0.02% | 269 |
|
|
2025
Q1 | $1.25M | Sell |
4,076
-242
| -6% | -$74.2K | 0.02% | 270 |
|
|
2024
Q4 | $1.39M | Buy |
4,318
+22
| +0.5% | +$7.09K | 0.02% | 271 |
|
|
2024
Q3 | $1.35M | Buy |
4,296
+433
| +11% | +$136K | 0.02% | 267 |
|
|
2024
Q2 | $1.15M | Hold |
3,863
| – | – | 0.02% | 280 |
|
|
2024
Q1 | $1.11M | Buy |
3,863
+695
| +22% | +$200K | 0.02% | 281 |
|
|
2023
Q4 | $831K | Buy |
3,168
+1,672
| +112% | +$439K | 0.02% | 301 |
|
|
2023
Q3 | $352K | Hold |
1,496
| – | – | 0.01% | 339 |
|
|
2023
Q2 | $365K | Buy |
1,496
+38
| +3% | +$9.27K | 0.01% | 351 |
|
|
2023
Q1 | $329K | Buy |
1,458
+202
| +16% | +$45.6K | 0.01% | 357 |
|
|
2022
Q4 | $264K | Buy |
1,256
+3
| +0.2% | +$631 | 0.01% | 391 |
|
|
2022
Q3 | $273K | Buy |
1,253
+152
| +14% | +$33.1K | 0.01% | 399 |
|
|
2022
Q2 | $229K | Buy |
+1,101
| New | +$229K | 0.01% | 398 |
|