ACM
Advisors Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Buy |
4,700
+243
| +5% | +$103K | 0.03% | 255 |
|
2025
Q1 | $1.61M | Sell |
4,457
-1,256
| -22% | -$454K | 0.02% | 255 |
|
2024
Q4 | $2.29M | Buy |
5,713
+120
| +2% | +$48.2K | 0.04% | 245 |
|
2024
Q3 | $2.1M | Sell |
5,593
-396
| -7% | -$149K | 0.03% | 248 |
|
2024
Q2 | $2.18M | Buy |
5,989
+740
| +14% | +$270K | 0.04% | 245 |
|
2024
Q1 | $1.77M | Buy |
5,249
+170
| +3% | +$57.3K | 0.03% | 255 |
|
2023
Q4 | $1.54M | Buy |
5,079
+68
| +1% | +$20.6K | 0.03% | 262 |
|
2023
Q3 | $1.33M | Buy |
5,011
+177
| +4% | +$47.1K | 0.03% | 247 |
|
2023
Q2 | $1.33M | Buy |
4,834
+2,343
| +94% | +$645K | 0.03% | 241 |
|
2023
Q1 | $609K | Sell |
2,491
-129
| -5% | -$31.5K | 0.02% | 281 |
|
2022
Q4 | $561K | Buy |
2,620
+1
| +0% | +$214 | 0.02% | 293 |
|
2022
Q3 | $591K | Buy |
2,619
+1,066
| +69% | +$241K | 0.02% | 301 |
|
2022
Q2 | $340K | Buy |
1,553
+708
| +84% | +$155K | 0.01% | 342 |
|
2022
Q1 | $235K | Sell |
845
-46
| -5% | -$12.8K | 0.01% | 397 |
|
2021
Q4 | $272K | Buy |
+891
| New | +$272K | 0.01% | 379 |
|
2021
Q1 | – | Sell |
-1,206
| Closed | -$290K | – | 374 |
|
2020
Q4 | $290K | Sell |
1,206
-29
| -2% | -$6.97K | 0.01% | 298 |
|
2020
Q3 | $268K | Buy |
+1,235
| New | +$268K | 0.01% | 271 |
|
2020
Q2 | – | Sell |
-1,519
| Closed | -$229K | – | 308 |
|
2020
Q1 | $229K | Sell |
1,519
-271
| -15% | -$40.9K | 0.01% | 259 |
|
2019
Q4 | $315K | Buy |
+1,790
| New | +$315K | 0.01% | 289 |
|
2016
Q1 | – | Sell |
-4,775
| Closed | -$475K | – | 165 |
|
2015
Q4 | $475K | Buy |
4,775
+2,086
| +78% | +$208K | 0.05% | 145 |
|
2015
Q3 | $250K | Buy |
+2,689
| New | +$250K | 0.03% | 150 |
|