Kingsview Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-200	Closed	-$41K	–	940
2021 Q4	$41K	Buy	+200	New	+$45.2K	﹤0.01%	913
2020 Q3	–	Sell	-100	Closed	-$1K	–	674
2020 Q2	$1K	Buy	+100	New	+$13.1K	﹤0.01%	596
2019 Q4	–	Sell	-100	Closed	-$1K	–	507
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	430
2019 Q2	$1K	Buy	+100	New	+$15.4K	﹤0.01%	443
2018 Q4	–	Sell	-200	Closed	-$1K	–	412
2018 Q3	$1K	Buy	200 +100	+100%	+$16.9K	﹤0.01%	394
2018 Q2	$1K	Sell	100 -500	-83%	-$80K	﹤0.01%	366
2018 Q1	$2K	Sell	600 -4,100	-87%	-$633K	﹤0.01%	341
2017 Q4	$4K	Sell	4,700 -200	-4%	-$30K	﹤0.01%	344
2017 Q3	$7K	Sell	4,900 -600	-11%	-$84.4K	﹤0.01%	293
2017 Q2	$4K	Sell	5,500 -300	-5%	-$41.5K	﹤0.01%	292
2017 Q1	$5K	Buy	+5,800	New	+$792K	﹤0.01%	258

Other funds holding IWM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 5.1% in Q2 2026, buying an estimated $394K and bringing the position to 28,997 shares worth $8.71M. The position accounts for 0.11% of the portfolio, ranked #177.

Kingsview Wealth Management first reported a position in IWM in Q1 2017 and has held it in 38 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kingsview Wealth Management held 28,997 shares of iShares Russell 2000 ETF worth $8.71M as of Q2 2026.
Kingsview Wealth Management bought 1,403 iShares Russell 2000 ETF shares in Q2 2026, an estimated $394K.
iShares Russell 2000 ETF made up 0.11% of Kingsview Wealth Management's portfolio in Q2 2026, its #177 holding.
Kingsview Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 38 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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