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 Q2	$673K	Sell	3,045 -1,446	-32%	-$303K	0.01%	873
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 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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Kingsview Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 32% in Q2 2026, selling an estimated $303K and leaving 3,045 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #873.

Kingsview Wealth Management first reported a position in IWN in Q1 2019 and has held it in 28 quarters since. The position peaked at $851K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Kingsview Wealth Management held 3,045 shares of iShares Russell 2000 Value ETF worth $673K as of Q2 2026.
Kingsview Wealth Management sold 1,446 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $303K.
iShares Russell 2000 Value ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #873 holding.
Kingsview Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 28 quarters since.
Kingsview Wealth Management's iShares Russell 2000 Value ETF position peaked at $851K in Q1 2026.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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