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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Advisors Capital Management's IWB Position: Q1 2026 in Review

Advisors Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 4.9% in Q1 2026, selling an estimated $91.7K and leaving 4,736 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #282.

Advisors Capital Management first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Advisors Capital Management held 4,736 shares of iShares Russell 1000 ETF worth $1.69M as of Q1 2026.
  • Advisors Capital Management sold 246 iShares Russell 1000 ETF shares in Q1 2026, an estimated $91.7K.
  • iShares Russell 1000 ETF made up 0.02% of Advisors Capital Management's portfolio in Q1 2026, its #282 holding.
  • Advisors Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Advisors Capital Management's iShares Russell 1000 ETF position peaked at $1.95M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.