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

Kingsview Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
3,429
-22,979
-87% -$8.38M 0.02% 652
2026
Q1 		$8.29M Buy
26,408
+23,193
+721% +$7.72M 0.11% 163
2025
Q4 		$1.04M Sell
3,215
-547
-15% -$178K 0.02% 622
2025
Q3 		$1.2M Buy
3,762
+116
+3% +$35K 0.02% 563
2025
Q2 		$1.04M Sell
3,646
-111
-3% -$29.2K 0.02% 576
2025
Q1 		$960K Sell
3,757
-109
-3% -$30.8K 0.02% 548
2024
Q4 		$1.11M Sell
3,866
-575
-13% -$170K 0.02% 519
2024
Q3 		$1.26M Buy
4,441
+135
+3% +$37K 0.03% 480
2024
Q2 		$1.13M Buy
4,306
+256
+6% +$66.5K 0.03% 478
2024
Q1 		$1.1M Sell
4,050
-63
-2% -$16.1K 0.03% 476
2023
Q4 		$1.04M Sell
4,113
-120
-3% -$27K 0.03% 461
2023
Q3 		$949K Buy
4,233
+562
+15% +$134K 0.03% 449
2023
Q2 		$891K Hold
3,671
– – 0.03% 441
2023
Q1 		$833K Sell
3,671
-119
-3% -$27.2K 0.04% 443
2022
Q4 		$813K Sell
3,790
-468
-11% -$103K 0.04% 386
2022
Q3 		$880K Sell
4,258
-28
-0.7% -$6.3K 0.04% 354
2022
Q2 		$884K Sell
4,286
-684
-14% -$153K 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% -$46.4K 0.07% 288
2021
Q3 		$1.63M Sell
5,554
-6
-0.1% -$1.8K 0.08% 265
2021
Q2 		$1.75M Sell
5,560
-2,168
-28% -$652K 0.09% 252
2021
Q1 		$2.36M Buy
7,728
+1,703
+28% +$529K 0.13% 164
2020
Q4 		$1.73M Buy
6,025
+141
+2% +$35.9K 0.13% 178
2020
Q3 		$1.3M Buy
5,884
+2,155
+58% +$472K 0.12% 189
2020
Q2 		$771K Buy
3,729
+2,428
+187% +$454K 0.08% 249
2020
Q1 		$206K Buy
1,301
+162
+14% +$32.2K 0.03% 425
2019
Q4 		$244K Buy
+1,139
New +$231K 0.03% 406
2019
Q3 		– Sell
-1,121
Closed -$225K – 466
2019
Q2 		$225K Buy
+1,121
New +$222K 0.04% 372
2019
Q1 		– Sell
-3,295
Closed -$554K – 505
2018
Q4 		$554K Sell
3,295
-2,241
-40% -$418K 0.12% 205
2018
Q3 		$1.19M Buy
+5,536
New +$1.18M 0.24% 124

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Kingsview Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 87% in Q2 2026, selling an estimated $8.38M and leaving 3,429 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #652.

Kingsview Wealth Management first reported a position in IWO in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.29M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Kingsview Wealth Management held 3,429 shares of iShares Russell 2000 Growth ETF worth $1.35M as of Q2 2026.
  • Kingsview Wealth Management sold 22,979 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $8.38M.
  • iShares Russell 2000 Growth ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Kingsview Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 30 quarters since.
  • Kingsview Wealth Management's iShares Russell 2000 Growth ETF position peaked at $8.29M in Q1 2026.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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