Advisors Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Buy	6,626 +1,060	+19%	+$298K	0.02%	289
2026 Q1	$1.38M	Buy	5,566 +140	+3%	+$36.1K	0.02%	290
2025 Q4	$1.34M	Buy	5,426 +1,047	+24%	+$257K	0.02%	294
2025 Q3	$1.06M	Buy	4,379 +39	+0.9%	+$8.95K	0.01%	313
2025 Q2	$937K	Buy	4,340 +1,043	+32%	+$210K	0.01%	304
2025 Q1	$658K	Sell	3,297 -1,169	-26%	-$254K	0.01%	327
2024 Q4	$987K	Buy	4,466 +1,243	+39%	+$283K	0.02%	298
2024 Q3	$712K	Sell	3,223 -870	-21%	-$186K	0.01%	327
2024 Q2	$831K	Buy	4,093 +595	+17%	+$120K	0.01%	307
2024 Q1	$736K	Buy	3,498 +946	+37%	+$189K	0.01%	316
2023 Q4	$512K	Sell	2,552 -344	-12%	-$61.6K	0.01%	349
2023 Q3	$512K	Buy	2,896 +35	+1%	+$6.57K	0.01%	301
2023 Q2	$536K	Sell	2,861 -332	-10%	-$59.2K	0.01%	304
2023 Q1	$570K	Buy	3,193 +707	+28%	+$130K	0.01%	293
2022 Q4	$433K	Buy	2,486 +171	+7%	+$30.4K	0.01%	325
2022 Q3	$428K	Sell	2,315 -1,002	-30%	-$183K	0.01%	336
2022 Q2	$562K	Sell	3,317 -614	-16%	-$113K	0.02%	290
2022 Q1	$807K	Sell	3,931 -366	-9%	-$74.7K	0.02%	262
2021 Q4	$956K	Buy	4,297 +346	+9%	+$78.2K	0.03%	256
2021 Q3	$864K	Buy	3,951 +879	+29%	+$195K	0.03%	256
2021 Q2	$705K	Buy	3,072 +6	+0.2%	+$1.35K	0.02%	261
2021 Q1	$677K	Buy	+3,066	New	+$669K	0.02%	251

Other funds holding IWM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Advisors Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, buying an estimated $298K and bringing the position to 6,626 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #289.

Advisors Capital Management first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Advisors Capital Management held 6,626 shares of iShares Russell 2000 ETF worth $1.99M as of Q2 2026.
Advisors Capital Management bought 1,060 iShares Russell 2000 ETF shares in Q2 2026, an estimated $298K.
iShares Russell 2000 ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #289 holding.
Advisors Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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