Advisors Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.66M | Buy |
26,357
+12,294
| +87% | +$1.7M | 0.05% | 222 |
|
2025
Q1 | $1.65M | Buy |
14,063
+524
| +4% | +$61.6K | 0.03% | 254 |
|
2024
Q4 | $1.72M | Sell |
13,539
-254
| -2% | -$32.2K | 0.03% | 261 |
|
2024
Q3 | $1.62M | Buy |
13,793
+149
| +1% | +$17.5K | 0.03% | 256 |
|
2024
Q2 | $1.51M | Sell |
13,644
-456
| -3% | -$50.3K | 0.03% | 263 |
|
2024
Q1 | $1.61M | Buy |
14,100
+175
| +1% | +$20K | 0.03% | 260 |
|
2023
Q4 | $1.46M | Buy |
13,925
+572
| +4% | +$59.8K | 0.03% | 267 |
|
2023
Q3 | $1.22M | Buy |
13,353
+1,498
| +13% | +$137K | 0.03% | 249 |
|
2023
Q2 | $1.15M | Sell |
11,855
-194
| -2% | -$18.8K | 0.03% | 250 |
|
2023
Q1 | $1.1M | Sell |
12,049
-778
| -6% | -$70.8K | 0.03% | 243 |
|
2022
Q4 | $1.07M | Sell |
12,827
-538
| -4% | -$45K | 0.03% | 248 |
|
2022
Q3 | $1.17M | Sell |
13,365
-3,093
| -19% | -$270K | 0.03% | 248 |
|
2022
Q2 | $1.3M | Buy |
16,458
+4,432
| +37% | +$351K | 0.04% | 237 |
|
2022
Q1 | $1.21M | Buy |
12,026
+2,098
| +21% | +$211K | 0.03% | 232 |
|
2021
Q4 | $1.14M | Buy |
9,928
+1,471
| +17% | +$170K | 0.03% | 238 |
|
2021
Q3 | $948K | Buy |
8,457
+920
| +12% | +$103K | 0.03% | 241 |
|
2021
Q2 | $853K | Sell |
7,537
-85
| -1% | -$9.62K | 0.03% | 247 |
|
2021
Q1 | $777K | Buy |
7,622
+729
| +11% | +$74.3K | 0.03% | 241 |
|
2020
Q4 | $707K | Buy |
6,893
+2,079
| +43% | +$213K | 0.03% | 236 |
|
2020
Q3 | $416K | Buy |
4,814
+148
| +3% | +$12.8K | 0.02% | 245 |
|
2020
Q2 | $369K | Sell |
4,666
-2,248
| -33% | -$178K | 0.02% | 239 |
|
2020
Q1 | $420K | Buy |
+6,914
| New | +$420K | 0.03% | 214 |
|