Advisors Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
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2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $806K | Sell |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $493K | Buy |
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|
2015
Q3 | $220K | Buy |
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