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
2021 Q2	–	Sell	-300	Closed	-$2K	–	957
2021 Q1	$2K	Buy	300 +100	+50%	+$21.8K	﹤0.01%	837
2020 Q4	$1K	Hold	200	–	–	﹤0.01%	717
2020 Q3	$1K	Buy	+200	New	+$30.1K	﹤0.01%	630
2019 Q3	–	Sell	-300	Closed	-$1K	–	465
2019 Q2	$1K	Buy	+300	New	+$46.2K	﹤0.01%	444
2018 Q4	–	Sell	-3,700	Closed	-$1K	–	413
2018 Q3	$1K	Buy	3,700 +700	+23%	+$118K	﹤0.01%	395
2018 Q2	$4K	Buy	3,000 +2,000	+200%	+$320K	﹤0.01%	334
2018 Q1	$1K	Buy	+1,000	New	+$154K	﹤0.01%	352
2017 Q2	–	Sell	-10,600	Closed	-$6K	–	375
2017 Q1	$6K	Buy	+10,600	New	+$1.45M	﹤0.01%	254

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 45% in Q1 2026, buying an estimated $2.22M and bringing the position to 27,594 shares worth $6.84M. The position accounts for 0.09% of the portfolio, ranked #230.

Kingsview Wealth Management first reported a position in IWM in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.19M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Kingsview Wealth Management held 27,594 shares of iShares Russell 2000 ETF worth $6.84M as of Q1 2026.
Kingsview Wealth Management bought 8,624 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.22M.
iShares Russell 2000 ETF made up 0.09% of Kingsview Wealth Management's portfolio in Q1 2026, its #230 holding.
Kingsview Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's iShares Russell 2000 ETF position peaked at $7.19M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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