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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Advisors Capital Management's IWM Position: Q1 2026 in Review

Advisors Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q1 2026, buying an estimated $36.1K and bringing the position to 5,566 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #290.

Advisors Capital Management first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Advisors Capital Management held 5,566 shares of iShares Russell 2000 ETF worth $1.38M as of Q1 2026.
  • Advisors Capital Management bought 140 iShares Russell 2000 ETF shares in Q1 2026, an estimated $36.1K.
  • iShares Russell 2000 ETF made up 0.02% of Advisors Capital Management's portfolio in Q1 2026, its #290 holding.
  • Advisors Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.