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Advisors Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advisors Capital Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-56,908
Closed -$7.29M – 646
2026
Q1 		$7.29M Buy
56,908
+8,912
+19% +$1.21M 0.09% 184
2025
Q4 		$6.57M Buy
47,996
+10,950
+30% +$1.53M 0.08% 194
2025
Q3 		$5.28M Buy
37,046
+10,689
+41% +$1.51M 0.07% 201
2025
Q2 		$3.66M Buy
26,357
+12,294
+87% +$1.56M 0.05% 222
2025
Q1 		$1.65M Buy
14,063
+524
+4% +$67.4K 0.03% 254
2024
Q4 		$1.72M Sell
13,539
-254
-2% -$32.3K 0.03% 261
2024
Q3 		$1.62M Buy
13,793
+149
+1% +$16.7K 0.03% 256
2024
Q2 		$1.51M Sell
13,644
-456
-3% -$50.1K 0.03% 263
2024
Q1 		$1.61M Buy
14,100
+175
+1% +$18.9K 0.03% 260
2023
Q4 		$1.46M Buy
13,925
+572
+4% +$54.2K 0.03% 267
2023
Q3 		$1.22M Buy
13,353
+1,498
+13% +$143K 0.03% 249
2023
Q2 		$1.15M Sell
11,855
-194
-2% -$17.7K 0.03% 250
2023
Q1 		$1.1M Sell
12,049
-778
-6% -$69.4K 0.03% 243
2022
Q4 		$1.07M Sell
12,827
-538
-4% -$45.3K 0.03% 248
2022
Q3 		$1.17M Sell
13,365
-3,093
-19% -$266K 0.03% 248
2022
Q2 		$1.3M Buy
16,458
+4,432
+37% +$386K 0.04% 237
2022
Q1 		$1.21M Buy
12,026
+2,098
+21% +$209K 0.03% 232
2021
Q4 		$1.14M Buy
9,928
+1,471
+17% +$172K 0.03% 238
2021
Q3 		$948K Buy
8,457
+920
+12% +$106K 0.03% 241
2021
Q2 		$853K Sell
7,537
-85
-1% -$9.08K 0.03% 247
2021
Q1 		$777K Buy
7,622
+729
+11% +$76.2K 0.03% 241
2020
Q4 		$707K Buy
6,893
+2,079
+43% +$198K 0.03% 236
2020
Q3 		$416K Buy
4,814
+148
+3% +$12.5K 0.02% 245
2020
Q2 		$369K Sell
4,666
-2,248
-33% -$163K 0.02% 239
2020
Q1 		$420K Buy
+6,914
New +$504K 0.03% 214

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Advisors Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 56,908 shares — an estimated $7.29M sold.

Advisors Capital Management first reported a position in IWP in Q1 2020 and held it in 25 quarters. The position peaked at $7.29M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Advisors Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Advisors Capital Management sold 56,908 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.29M.
  • Advisors Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and held it in 25 quarters.
  • Advisors Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.29M in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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