Advisors Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $976K | Sell |
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|
2025
Q2 | $933K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $940K | Sell |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $234K | Buy |
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