Advisors Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $987K | Buy |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $831K | Buy |
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|
2024
Q1 | $736K | Buy |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $807K | Sell |
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|
2021
Q4 | $956K | Buy |
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|
2021
Q3 | $864K | Buy |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $677K | Buy |
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