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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	10,806 -5,702	-35%	-$687K	0.01%	315
2026 Q1	$1.76M	Sell	16,508 -864	-5%	-$98.1K	0.02%	279
2025 Q4	$2.06M	Sell	17,372 -1,344	-7%	-$159K	0.02%	272
2025 Q3	$2.19M	Sell	18,716 -84	-0.4%	-$9.35K	0.03%	262
2025 Q2	$2M	Buy	18,800 +972	+5%	+$92.9K	0.03%	255
2025 Q1	$1.61M	Sell	17,828 -5,024	-22%	-$496K	0.02%	255
2024 Q4	$2.29M	Buy	22,852 +480	+2%	+$47.2K	0.04%	245
2024 Q3	$2.1M	Sell	22,372 -1,584	-7%	-$144K	0.03%	248
2024 Q2	$2.18M	Buy	23,956 +2,960	+14%	+$253K	0.04%	245
2024 Q1	$1.77M	Buy	20,996 +680	+3%	+$54.8K	0.03%	255
2023 Q4	$1.54M	Buy	20,316 +272	+1%	+$19.2K	0.03%	262
2023 Q3	$1.33M	Buy	20,044 +708	+4%	+$48.9K	0.03%	247
2023 Q2	$1.33M	Buy	19,336 +9,372	+94%	+$596K	0.03%	241
2023 Q1	$609K	Sell	9,964 -516	-5%	-$29.7K	0.02%	281
2022 Q4	$561K	Buy	10,480 +4	+0%	+$220	0.02%	293
2022 Q3	$591K	Buy	10,476 +4,264	+69%	+$251K	0.02%	301
2022 Q2	$340K	Buy	6,212 +2,832	+84%	+$170K	0.01%	342
2022 Q1	$235K	Sell	3,380 -184	-5%	-$12.6K	0.01%	397
2021 Q4	$272K	Buy	+3,564	New	+$264K	0.01%	379
2021 Q1	–	Sell	-4,824	Closed	-$290K	–	374
2020 Q4	$290K	Sell	4,824 -116	-2%	-$6.6K	0.01%	298
2020 Q3	$268K	Buy	+4,940	New	+$260K	0.01%	271
2020 Q2	–	Sell	-6,076	Closed	-$229K	–	308
2020 Q1	$229K	Sell	6,076 -1,084	-15%	-$46.7K	0.01%	259
2019 Q4	$315K	Buy	+7,160	New	+$299K	0.01%	289
2016 Q1	–	Sell	-19,100	Closed	-$475K	–	165
2015 Q4	$475K	Buy	19,100 +8,344	+78%	+$208K	0.05%	145
2015 Q3	$250K	Buy	+10,756	New	+$265K	0.03%	150

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Advisors Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 35% in Q2 2026, selling an estimated $687K and leaving 10,806 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #315.

Advisors Capital Management first reported a position in IWF in Q3 2015 and has held it in 25 quarters since. The position peaked at $2.29M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Advisors Capital Management held 10,806 shares of iShares Russell 1000 Growth ETF worth $1.34M as of Q2 2026.
Advisors Capital Management sold 5,702 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $687K.
iShares Russell 1000 Growth ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #315 holding.
Advisors Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and has held it in 25 quarters since.
Advisors Capital Management's iShares Russell 1000 Growth ETF position peaked at $2.29M in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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