Advisors Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Advisors Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91M	Sell	4,664 -72	-2%	-$28.5K	0.02%	292
2026 Q1	$1.69M	Sell	4,736 -246	-5%	-$91.7K	0.02%	282
2025 Q4	$1.86M	Sell	4,982 -345	-6%	-$128K	0.02%	279
2025 Q3	$1.95M	Buy	5,327 +786	+17%	+$277K	0.02%	269
2025 Q2	$1.54M	Buy	4,541 +465	+11%	+$146K	0.02%	269
2025 Q1	$1.25M	Sell	4,076 -242	-6%	-$78.2K	0.02%	270
2024 Q4	$1.39M	Buy	4,318 +22	+0.5%	+$7.13K	0.02%	271
2024 Q3	$1.35M	Buy	4,296 +433	+11%	+$131K	0.02%	267
2024 Q2	$1.15M	Hold	3,863	–	–	0.02%	280
2024 Q1	$1.11M	Buy	3,863 +695	+22%	+$190K	0.02%	281
2023 Q4	$831K	Buy	3,168 +1,672	+112%	+$409K	0.02%	301
2023 Q3	$352K	Hold	1,496	–	–	0.01%	339
2023 Q2	$365K	Buy	1,496 +38	+3%	+$8.75K	0.01%	351
2023 Q1	$329K	Buy	1,458 +202	+16%	+$44.5K	0.01%	357
2022 Q4	$264K	Buy	1,256 +3	+0.2%	+$635	0.01%	391
2022 Q3	$273K	Buy	1,253 +152	+14%	+$33.3K	0.01%	399
2022 Q2	$229K	Buy	+1,101	New	+$249K	0.01%	398

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Capital Management's IWB Position: Q2 2026 in Review

Advisors Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q2 2026, selling an estimated $28.5K and leaving 4,664 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #292.

Advisors Capital Management first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.95M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Advisors Capital Management held 4,664 shares of iShares Russell 1000 ETF worth $1.91M as of Q2 2026.
Advisors Capital Management sold 72 iShares Russell 1000 ETF shares in Q2 2026, an estimated $28.5K.
iShares Russell 1000 ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #292 holding.
Advisors Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
Advisors Capital Management's iShares Russell 1000 ETF position peaked at $1.95M in Q3 2025.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.