KWM
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Kingsview Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Kingsview Wealth Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,372
Closed -$219K – 1474
2026
Q1 		$219K Sell
1,372
-40,737
-97% -$6.76M ﹤0.01% 1215
2025
Q4 		$6.64M Buy
42,109
+40,738
+2,971% +$6.34M 0.1% 218
2025
Q3 		$204K Buy
+1,371
New +$190K ﹤0.01% 1136
2024
Q1 		– Sell
-11,691
Closed -$1.36M – 1041
2023
Q4 		$1.36M Buy
11,691
+9,645
+471% +$978K 0.04% 379
2023
Q3 		$205K Buy
+2,046
New +$221K 0.01% 882
2022
Q1 		– Sell
-1,495
Closed -$209K – 939
2021
Q4 		$209K Sell
1,495
-20
-1% -$2.9K 0.01% 846
2021
Q3 		$219K Hold
1,515
– – 0.01% 779
2021
Q2 		$233K Buy
+1,515
New +$224K 0.01% 786
2019
Q2 		– Sell
-3,630
Closed -$337K – 487
2019
Q1 		$337K Sell
3,630
-25
-0.7% -$2.3K 0.05% 329
2018
Q4 		$301K Buy
3,655
+307
+9% +$28.5K 0.07% 286
2018
Q3 		$356K Buy
3,348
+38
+1% +$4.07K 0.07% 266
2018
Q2 		$350K Sell
3,310
-283
-8% -$28.9K 0.08% 244
2018
Q1 		$345K Sell
3,593
-220
-6% -$21.4K 0.09% 241
2017
Q4 		$365K Sell
3,813
-22
-0.6% -$2.08K 0.13% 216
2017
Q3 		$362K Sell
3,835
-249
-6% -$22K 0.16% 180
2017
Q2 		$363K Sell
4,084
-29
-0.7% -$2.5K 0.19% 156
2017
Q1 		$352K Buy
+4,113
New +$350K 0.21% 145

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kingsview Wealth Management's IWC Position: Q2 2026 in Review

Kingsview Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 1,372 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in IWC in Q1 2017 and held it in 17 quarters. The position peaked at $6.64M in Q4 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Kingsview Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,372 iShares Micro-Cap ETF shares in Q2 2026, an estimated $219K.
  • Kingsview Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 17 quarters.
  • Kingsview Wealth Management's iShares Micro-Cap ETF position peaked at $6.64M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.