Advisors Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
4,340
+1,043
| +32% | +$225K | 0.01% | 304 |
|
|
2025
Q1 | $658K | Sell |
3,297
-1,169
| -26% | -$233K | 0.01% | 327 |
|
|
2024
Q4 | $987K | Buy |
4,466
+1,243
| +39% | +$275K | 0.02% | 298 |
|
|
2024
Q3 | $712K | Sell |
3,223
-870
| -21% | -$192K | 0.01% | 327 |
|
|
2024
Q2 | $831K | Buy |
4,093
+595
| +17% | +$121K | 0.01% | 307 |
|
|
2024
Q1 | $736K | Buy |
3,498
+946
| +37% | +$199K | 0.01% | 316 |
|
|
2023
Q4 | $512K | Sell |
2,552
-344
| -12% | -$69K | 0.01% | 349 |
|
|
2023
Q3 | $512K | Buy |
2,896
+35
| +1% | +$6.19K | 0.01% | 301 |
|
|
2023
Q2 | $536K | Sell |
2,861
-332
| -10% | -$62.2K | 0.01% | 304 |
|
|
2023
Q1 | $570K | Buy |
3,193
+707
| +28% | +$126K | 0.01% | 293 |
|
|
2022
Q4 | $433K | Buy |
2,486
+171
| +7% | +$29.8K | 0.01% | 325 |
|
|
2022
Q3 | $428K | Sell |
2,315
-1,002
| -30% | -$185K | 0.01% | 336 |
|
|
2022
Q2 | $562K | Sell |
3,317
-614
| -16% | -$104K | 0.02% | 290 |
|
|
2022
Q1 | $807K | Sell |
3,931
-366
| -9% | -$75.1K | 0.02% | 262 |
|
|
2021
Q4 | $956K | Buy |
4,297
+346
| +9% | +$77K | 0.03% | 256 |
|
|
2021
Q3 | $864K | Buy |
3,951
+879
| +29% | +$192K | 0.03% | 256 |
|
|
2021
Q2 | $705K | Buy |
3,072
+6
| +0.2% | +$1.38K | 0.02% | 261 |
|
|
2021
Q1 | $677K | Buy |
+3,066
| New | +$677K | 0.02% | 251 |
|