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Advisors Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Advisors Capital Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-669
Closed -$207K – 506
2024
Q2 		$207K Buy
+669
New +$200K ﹤0.01% 469
2021
Q4 		– Sell
-3,120
Closed -$795K – 432
2021
Q3 		$795K Buy
+3,120
New +$817K 0.02% 266

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisors Capital Management's IWV Position: Q3 2024 in Review

Advisors Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 669 shares — an estimated $207K sold.

Advisors Capital Management first reported a position in IWV in Q3 2021 and held it in 2 quarters. The position peaked at $795K in Q3 2021. 783 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Advisors Capital Management reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • Advisors Capital Management sold 669 iShares Russell 3000 ETF shares in Q3 2024, an estimated $207K.
  • Advisors Capital Management first reported a position in iShares Russell 3000 ETF in Q3 2021 and held it in 2 quarters.
  • Advisors Capital Management's iShares Russell 3000 ETF position peaked at $795K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Advisors Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.