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Kingsview Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kingsview Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.52M Sell
21,152
-14,904
-41% -$3.26M 0.06% 319
2025
Q4 		$7.58M Buy
36,056
+17,559
+95% +$3.63M 0.11% 181
2025
Q3 		$3.77M Buy
18,497
+558
+3% +$111K 0.06% 325
2025
Q2 		$3.48M Sell
17,939
-571
-3% -$106K 0.06% 308
2025
Q1 		$3.48M Sell
18,510
-28,325
-60% -$5.39M 0.07% 274
2024
Q4 		$8.67M Buy
46,835
+31,288
+201% +$6M 0.17% 130
2024
Q3 		$2.95M Sell
15,547
-274
-2% -$49.9K 0.06% 289
2024
Q2 		$2.76M Sell
15,821
-13,854
-47% -$2.42M 0.07% 279
2024
Q1 		$5.32M Buy
29,675
+8,241
+38% +$1.39M 0.13% 170
2023
Q4 		$3.54M Buy
21,434
+4,403
+26% +$680K 0.11% 187
2023
Q3 		$2.59M Buy
17,031
+3,379
+25% +$536K 0.09% 229
2023
Q2 		$2.15M Sell
13,652
-1,601
-10% -$245K 0.08% 237
2023
Q1 		$2.32M Sell
15,253
-39,204
-72% -$6.05M 0.1% 218
2022
Q4 		$8.26M Buy
54,457
+6,366
+13% +$953K 0.36% 63
2022
Q3 		$6.54M Buy
48,091
+2,297
+5% +$345K 0.31% 77
2022
Q2 		$6.64M Sell
45,794
-866
-2% -$135K 0.32% 79
2022
Q1 		$7.74M Buy
46,660
+2,267
+5% +$372K 0.34% 67
2021
Q4 		$7.46M Buy
44,393
+2,175
+5% +$356K 0.31% 69
2021
Q3 		$6.61M Buy
42,218
+1,743
+4% +$279K 0.31% 70
2021
Q2 		$6.44M Sell
40,475
-2,409
-6% -$381K 0.32% 66
2021
Q1 		$6.52M Buy
42,884
+1,837
+4% +$266K 0.37% 59
2020
Q4 		$5.61M Buy
41,047
+6,646
+19% +$852K 0.41% 53
2020
Q3 		$4.06M Buy
34,401
+25,477
+285% +$3.02M 0.36% 70
2020
Q2 		$1M Buy
8,924
+138
+2% +$15.2K 0.1% 203
2020
Q1 		$871K Sell
8,786
-800
-8% -$99.7K 0.12% 196
2019
Q4 		$1.31M Buy
9,586
+85
+0.9% +$11.2K 0.16% 161
2019
Q3 		$1.22M Buy
9,501
+1,251
+15% +$159K 0.19% 143
2019
Q2 		$1.05M Sell
8,250
-1,319
-14% -$165K 0.18% 146
2019
Q1 		$1.18M Buy
9,569
+510
+6% +$61.3K 0.18% 152
2018
Q4 		$1.01M Buy
9,059
+3,821
+73% +$458K 0.22% 132
2018
Q3 		$663K Buy
5,238
+403
+8% +$50.6K 0.13% 196
2018
Q2 		$587K Sell
4,835
-585
-11% -$71.1K 0.14% 179
2018
Q1 		$650K Sell
5,420
-835
-13% -$104K 0.16% 167
2017
Q4 		$778K Buy
6,255
+516
+9% +$62.5K 0.28% 110
2017
Q3 		$680K Buy
5,739
+233
+4% +$27.1K 0.3% 106
2017
Q2 		$641K Buy
5,506
+1,318
+31% +$152K 0.33% 99
2017
Q1 		$481K Buy
+4,188
New +$480K 0.29% 121

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Kingsview Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 41% in Q1 2026, selling an estimated $3.26M and leaving 21,152 shares worth $4.52M. The position accounts for 0.06% of the portfolio, ranked #319.

Kingsview Wealth Management first reported a position in IWD in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.67M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Kingsview Wealth Management held 21,152 shares of iShares Russell 1000 Value ETF worth $4.52M as of Q1 2026.
  • Kingsview Wealth Management sold 14,904 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.26M.
  • iShares Russell 1000 Value ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q1 2026, its #319 holding.
  • Kingsview Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's iShares Russell 1000 Value ETF position peaked at $8.67M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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