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

Kingsview Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$851K Buy
4,491
+11
+0.2% +$2.13K 0.01% 732
2025
Q4 		$812K Buy
4,480
+91
+2% +$16.3K 0.01% 691
2025
Q3 		$776K Buy
4,389
+202
+5% +$34.1K 0.01% 670
2025
Q2 		$661K Sell
4,187
-397
-9% -$59.1K 0.01% 678
2025
Q1 		$692K Sell
4,584
-39
-0.8% -$6.3K 0.01% 629
2024
Q4 		$759K Buy
4,623
+38
+0.8% +$6.49K 0.01% 619
2024
Q3 		$765K Buy
4,585
+796
+21% +$129K 0.02% 598
2024
Q2 		$577K Buy
3,789
+244
+7% +$37.3K 0.01% 644
2024
Q1 		$563K Sell
3,545
-274
-7% -$41.5K 0.01% 638
2023
Q4 		$593K Buy
3,819
+384
+11% +$53.2K 0.02% 601
2023
Q3 		$466K Buy
3,435
+1,082
+46% +$155K 0.02% 632
2023
Q2 		$331K Buy
2,353
+178
+8% +$24.1K 0.01% 715
2023
Q1 		$298K Sell
2,175
-23
-1% -$3.33K 0.01% 708
2022
Q4 		$305K Buy
2,198
+78
+4% +$11K 0.01% 661
2022
Q3 		$273K Sell
2,120
-12
-0.6% -$1.73K 0.01% 664
2022
Q2 		$290K Buy
2,132
+10
+0.5% +$1.49K 0.01% 673
2022
Q1 		$342K Sell
2,122
-191
-8% -$30.5K 0.02% 663
2021
Q4 		$384K Buy
2,313
+115
+5% +$19.2K 0.02% 649
2021
Q3 		$352K Sell
2,198
-3
-0.1% -$482 0.02% 639
2021
Q2 		$369K Buy
2,201
+176
+9% +$29K 0.02% 645
2021
Q1 		$327K Buy
2,025
+155
+8% +$23.4K 0.02% 614
2020
Q4 		$246K Buy
+1,870
New +$221K 0.02% 595
2020
Q3 		– Sell
-2,098
Closed -$204K – 675
2020
Q2 		$204K Buy
+2,098
New +$191K 0.02% 538
2020
Q1 		– Sell
-2,310
Closed -$297K – 545
2019
Q4 		$297K Sell
2,310
-118
-5% -$14.6K 0.04% 367
2019
Q3 		$290K Buy
2,428
+107
+5% +$12.6K 0.05% 342
2019
Q2 		$280K Buy
2,321
+511
+28% +$61.7K 0.05% 339
2019
Q1 		$217K Buy
+1,810
New +$216K 0.03% 419

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.25% in Q1 2026, buying an estimated $2.13K and bringing the position to 4,491 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #732.

Kingsview Wealth Management first reported a position in IWN in Q1 2019 and has held it in 27 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Kingsview Wealth Management held 4,491 shares of iShares Russell 2000 Value ETF worth $851K as of Q1 2026.
  • Kingsview Wealth Management bought 11 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $2.13K.
  • iShares Russell 2000 Value ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #732 holding.
  • Kingsview Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 27 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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