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
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 $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Kingsview Wealth Management's IWC Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares Micro-Cap ETF (IWC) stake by 97% in Q1 2026, selling an estimated $6.76M and leaving 1,372 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Kingsview Wealth Management first reported a position in IWC in Q1 2017 and has held it in 17 quarters since. The position peaked at $6.64M in Q4 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Kingsview Wealth Management held 1,372 shares of iShares Micro-Cap ETF worth $219K as of Q1 2026.
  • Kingsview Wealth Management sold 40,737 iShares Micro-Cap ETF shares in Q1 2026, an estimated $6.76M.
  • iShares Micro-Cap ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1215 holding.
  • Kingsview Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2017 and has held it in 17 quarters since.
  • Kingsview Wealth Management's iShares Micro-Cap ETF position peaked at $6.64M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.