KWM
Kingsview Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,646
-111
| -3% | -$31.7K | 0.02% | 576 |
|
|
2025
Q1 | $960K | Sell |
3,757
-109
| -3% | -$27.9K | 0.02% | 548 |
|
|
2024
Q4 | $1.11M | Sell |
3,866
-575
| -13% | -$166K | 0.02% | 519 |
|
|
2024
Q3 | $1.26M | Buy |
4,441
+135
| +3% | +$38.3K | 0.03% | 480 |
|
|
2024
Q2 | $1.13M | Buy |
4,306
+256
| +6% | +$67.2K | 0.03% | 478 |
|
|
2024
Q1 | $1.1M | Sell |
4,050
-63
| -2% | -$17.1K | 0.03% | 476 |
|
|
2023
Q4 | $1.04M | Sell |
4,113
-120
| -3% | -$30.3K | 0.03% | 461 |
|
|
2023
Q3 | $949K | Buy |
4,233
+562
| +15% | +$126K | 0.03% | 449 |
|
|
2023
Q2 | $891K | Hold |
3,671
| – | – | 0.03% | 441 |
|
|
2023
Q1 | $833K | Sell |
3,671
-119
| -3% | -$27K | 0.04% | 443 |
|
|
2022
Q4 | $813K | Sell |
3,790
-468
| -11% | -$100K | 0.04% | 386 |
|
|
2022
Q3 | $880K | Sell |
4,258
-28
| -0.7% | -$5.79K | 0.04% | 354 |
|
|
2022
Q2 | $884K | Sell |
4,286
-684
| -14% | -$141K | 0.04% | 395 |
|
|
2022
Q1 | $1.27M | Sell |
4,970
-430
| -8% | -$110K | 0.06% | 325 |
|
|
2021
Q4 | $1.58M | Sell |
5,400
-154
| -3% | -$45.1K | 0.07% | 285 |
|
|
2021
Q3 | $1.63M | Sell |
5,554
-6
| -0.1% | -$1.76K | 0.08% | 265 |
|
|
2021
Q2 | $1.75M | Sell |
5,560
-2,168
| -28% | -$681K | 0.09% | 252 |
|
|
2021
Q1 | $2.36M | Buy |
7,728
+1,703
| +28% | +$519K | 0.13% | 164 |
|
|
2020
Q4 | $1.73M | Buy |
6,025
+141
| +2% | +$40.4K | 0.13% | 178 |
|
|
2020
Q3 | $1.3M | Buy |
5,884
+2,155
| +58% | +$477K | 0.12% | 189 |
|
|
2020
Q2 | $771K | Buy |
3,729
+2,428
| +187% | +$502K | 0.08% | 249 |
|
|
2020
Q1 | $206K | Buy |
1,301
+162
| +14% | +$25.7K | 0.03% | 425 |
|
|
2019
Q4 | $244K | Buy |
+1,139
| New | +$244K | 0.03% | 405 |
|
|
2019
Q3 | – | Sell |
-1,121
| Closed | -$225K | – | 431 |
|
|
2019
Q2 | $225K | Buy |
+1,121
| New | +$225K | 0.04% | 371 |
|
|
2019
Q1 | – | Sell |
-3,295
| Closed | -$554K | – | 456 |
|
|
2018
Q4 | $554K | Sell |
3,295
-2,241
| -40% | -$377K | 0.12% | 205 |
|
|
2018
Q3 | $1.19M | Buy |
+5,536
| New | +$1.19M | 0.24% | 124 |
|