KWM
Kingsview Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
20,168
-793
| -4% | -$171K | 0.07% | 270 |
|
|
2025
Q1 | $4.18M | Sell |
20,961
-6,601
| -24% | -$1.32M | 0.08% | 243 |
|
|
2024
Q4 | $6.09M | Sell |
27,562
-275
| -1% | -$60.8K | 0.12% | 174 |
|
|
2024
Q3 | $6.15M | Buy |
27,837
+9,577
| +52% | +$2.12M | 0.13% | 167 |
|
|
2024
Q2 | $3.7M | Buy |
18,260
+215
| +1% | +$43.6K | 0.09% | 218 |
|
|
2024
Q1 | $3.79M | Sell |
18,045
-651
| -3% | -$137K | 0.1% | 204 |
|
|
2023
Q4 | $3.75M | Buy |
18,696
+2,107
| +13% | +$423K | 0.11% | 176 |
|
|
2023
Q3 | $2.93M | Buy |
16,589
+1,346
| +9% | +$238K | 0.11% | 211 |
|
|
2023
Q2 | $2.85M | Sell |
15,243
-4,577
| -23% | -$857K | 0.11% | 194 |
|
|
2023
Q1 | $3.54M | Buy |
19,820
+1,861
| +10% | +$332K | 0.15% | 154 |
|
|
2022
Q4 | $3.13M | Sell |
17,959
-4,157
| -19% | -$725K | 0.14% | 178 |
|
|
2022
Q3 | $3.65M | Buy |
22,116
+1,973
| +10% | +$325K | 0.17% | 136 |
|
|
2022
Q2 | $3.41M | Sell |
20,143
-5,642
| -22% | -$955K | 0.16% | 145 |
|
|
2022
Q1 | $5.29M | Sell |
25,785
-6,556
| -20% | -$1.35M | 0.23% | 101 |
|
|
2021
Q4 | $7.19M | Buy |
32,341
+1,767
| +6% | +$393K | 0.3% | 71 |
|
|
2021
Q3 | $6.69M | Buy |
30,574
+1,753
| +6% | +$383K | 0.32% | 69 |
|
|
2021
Q2 | $6.67M | Sell |
28,821
-1,044
| -3% | -$242K | 0.33% | 61 |
|
|
2021
Q1 | $6.68M | Buy |
29,865
+5,773
| +24% | +$1.29M | 0.38% | 56 |
|
|
2020
Q4 | $4.72M | Buy |
24,092
+5,024
| +26% | +$985K | 0.34% | 66 |
|
|
2020
Q3 | $2.86M | Buy |
19,068
+759
| +4% | +$114K | 0.26% | 95 |
|
|
2020
Q2 | $2.62M | Buy |
18,309
+7,908
| +76% | +$1.13M | 0.26% | 96 |
|
|
2020
Q1 | $1.19M | Sell |
10,401
-507
| -5% | -$58K | 0.16% | 156 |
|
|
2019
Q4 | $1.81M | Buy |
10,908
+350
| +3% | +$58K | 0.23% | 124 |
|
|
2019
Q3 | $1.6M | Sell |
10,558
-1,258
| -11% | -$190K | 0.25% | 117 |
|
|
2019
Q2 | $1.84M | Sell |
11,816
-3,903
| -25% | -$607K | 0.31% | 88 |
|
|
2019
Q1 | $2.41M | Buy |
15,719
+6,474
| +70% | +$991K | 0.37% | 71 |
|
|
2018
Q4 | $1.24M | Sell |
9,245
-1,587
| -15% | -$213K | 0.27% | 112 |
|
|
2018
Q3 | $1.83M | Buy |
10,832
+1,889
| +21% | +$318K | 0.37% | 81 |
|
|
2018
Q2 | $1.47M | Buy |
8,943
+2,335
| +35% | +$383K | 0.35% | 89 |
|
|
2018
Q1 | $1M | Sell |
6,608
-626
| -9% | -$95K | 0.25% | 120 |
|
|
2017
Q4 | $1.1M | Buy |
7,234
+141
| +2% | +$21.5K | 0.39% | 72 |
|
|
2017
Q3 | $1.05M | Sell |
7,093
-350
| -5% | -$51.9K | 0.46% | 61 |
|
|
2017
Q2 | $1.05M | Buy |
7,443
+408
| +6% | +$57.5K | 0.54% | 55 |
|
|
2017
Q1 | $967K | Buy |
+7,035
| New | +$967K | 0.57% | 55 |
|