Kingsview Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kingsview Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6M	Buy	85,213 +9,073	+12%	+$1.09M	0.13%	130
2026 Q1	$8.12M	Sell	76,140 -6,076	-7%	-$690K	0.11%	164
2025 Q4	$9.73M	Buy	82,216 +2,980	+4%	+$353K	0.14%	131
2025 Q3	$9.28M	Sell	79,236 -728	-0.9%	-$81.1K	0.14%	142
2025 Q2	$8.49M	Sell	79,964 -1,660	-2%	-$159K	0.14%	152
2025 Q1	$7.37M	Buy	81,624 +1,112	+1%	+$110K	0.14%	162
2024 Q4	$8.08M	Buy	80,512 +2,152	+3%	+$212K	0.16%	145
2024 Q3	$7.35M	Buy	78,360 +3,632	+5%	+$329K	0.15%	143
2024 Q2	$6.81M	Buy	74,728 +3,540	+5%	+$302K	0.16%	141
2024 Q1	$6M	Buy	71,188 +2,032	+3%	+$164K	0.15%	153
2023 Q4	$5.24M	Buy	69,156 +10,024	+17%	+$709K	0.16%	150
2023 Q3	$3.93M	Buy	59,132 +11,928	+25%	+$824K	0.14%	171
2023 Q2	$3.25M	Buy	47,204 +3,292	+7%	+$209K	0.13%	176
2023 Q1	$2.68M	Buy	43,912 +380	+0.9%	+$21.9K	0.11%	195
2022 Q4	$2.33M	Sell	43,532 -168	-0.4%	-$9.24K	0.1%	216
2022 Q3	$2.3M	Sell	43,700 -1,156	-3%	-$68K	0.11%	205
2022 Q2	$2.45M	Sell	44,856 -3,976	-8%	-$239K	0.12%	193
2022 Q1	$3.39M	Sell	48,832 -2,700	-5%	-$184K	0.15%	152
2021 Q4	$3.94M	Sell	51,532 -176	-0.3%	-$13K	0.16%	137
2021 Q3	$3.54M	Buy	51,708 +15,780	+44%	+$1.12M	0.17%	137
2021 Q2	$2.45M	Buy	35,928 +1,560	+5%	+$101K	0.12%	185
2021 Q1	$2.12M	Buy	34,368 +6,628	+24%	+$403K	0.12%	180
2020 Q4	$1.67M	Buy	27,740 +52	+0.2%	+$2.96K	0.12%	186
2020 Q3	$1.5M	Sell	27,688 -324	-1%	-$17.1K	0.13%	167
2020 Q2	$1.34M	Buy	28,012 +9,036	+48%	+$398K	0.13%	168
2020 Q1	$715K	Sell	18,976 -180	-0.9%	-$7.76K	0.1%	219
2019 Q4	$843K	Buy	19,156 +876	+5%	+$36.6K	0.11%	216
2019 Q3	$730K	Buy	18,280 +936	+5%	+$37.5K	0.11%	194
2019 Q2	$682K	Sell	17,344 -24,208	-58%	-$937K	0.11%	196
2019 Q1	$1.57M	Buy	41,552 +4,164	+11%	+$150K	0.24%	120
2018 Q4	$1.22M	Buy	37,388 +764	+2%	+$26.9K	0.27%	113
2018 Q3	$1.43M	Buy	36,624 +388	+1%	+$14.7K	0.29%	108
2018 Q2	$1.3M	Buy	36,236 +1,136	+3%	+$40.1K	0.31%	105
2018 Q1	$1.19M	Sell	35,100 -3,812	-10%	-$134K	0.3%	99
2017 Q4	$1.31M	Buy	38,912 +520	+1%	+$17K	0.47%	54
2017 Q3	$1.2M	Sell	38,392 -584	-1%	-$17.9K	0.53%	52
2017 Q2	$1.16M	Buy	38,976 +4,720	+14%	+$139K	0.6%	50
2017 Q1	$975K	Buy	+34,256	New	+$950K	0.58%	54

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2026, buying an estimated $1.09M and bringing the position to 85,213 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #130.

Kingsview Wealth Management first reported a position in IWF in Q1 2017 and has held it in 38 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kingsview Wealth Management held 85,213 shares of iShares Russell 1000 Growth ETF worth $10.6M as of Q2 2026.
Kingsview Wealth Management bought 9,073 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.09M.
iShares Russell 1000 Growth ETF made up 0.13% of Kingsview Wealth Management's portfolio in Q2 2026, its #130 holding.
Kingsview Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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