KWM
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Kingsview Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kingsview Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.81M Buy
32,854
+560
+2% +$77.2K 0.06% 309
2026
Q1 		$4.14M Buy
32,294
+1,246
+4% +$169K 0.06% 342
2025
Q4 		$4.25M Buy
31,048
+402
+1% +$56.2K 0.06% 311
2025
Q3 		$4.36M Buy
30,646
+15,070
+97% +$2.13M 0.07% 296
2025
Q2 		$2.16M Sell
15,576
-421
-3% -$53.3K 0.04% 426
2025
Q1 		$1.88M Sell
15,997
-29,940
-65% -$3.85M 0.04% 400
2024
Q4 		$5.82M Buy
45,937
+2,544
+6% +$323K 0.11% 185
2024
Q3 		$5.09M Buy
43,393
+28,280
+187% +$3.16M 0.11% 198
2024
Q2 		$1.67M Buy
15,113
+3
+0% +$330 0.04% 389
2024
Q1 		$1.72M Sell
15,110
-121
-0.8% -$13.1K 0.04% 371
2023
Q4 		$1.59M Sell
15,231
-3,495
-19% -$331K 0.05% 334
2023
Q3 		$1.71M Buy
18,726
+4,788
+34% +$458K 0.06% 311
2023
Q2 		$1.35M Buy
13,938
+261
+2% +$23.8K 0.05% 322
2023
Q1 		$1.25M Sell
13,677
-951
-7% -$84.9K 0.05% 338
2022
Q4 		$1.22M Sell
14,628
-524
-3% -$44.1K 0.05% 308
2022
Q3 		$1.19M Sell
15,152
-369
-2% -$31.8K 0.06% 297
2022
Q2 		$1.23M Sell
15,521
-7,298
-32% -$636K 0.06% 310
2022
Q1 		$2.29M Sell
22,819
-397
-2% -$39.5K 0.1% 211
2021
Q4 		$2.67M Sell
23,216
-60
-0.3% -$7K 0.11% 192
2021
Q3 		$2.61M Buy
23,276
+2,545
+12% +$293K 0.12% 181
2021
Q2 		$2.35M Sell
20,731
-385
-2% -$41.1K 0.12% 193
2021
Q1 		$2.19M Buy
21,116
+2,789
+15% +$292K 0.12% 176
2020
Q4 		$1.88M Buy
18,327
+129
+0.7% +$12.3K 0.14% 168
2020
Q3 		$1.57M Sell
18,198
-1,202
-6% -$101K 0.14% 161
2020
Q2 		$1.53M Buy
19,400
+6,624
+52% +$480K 0.15% 153
2020
Q1 		$777K Buy
12,776
+744
+6% +$54.2K 0.1% 210
2019
Q4 		$918K Buy
12,032
+1,188
+11% +$87.1K 0.12% 204
2019
Q3 		$766K Sell
10,844
-1,372
-11% -$98.6K 0.12% 184
2019
Q2 		$871K Sell
12,216
-9,490
-44% -$660K 0.15% 168
2019
Q1 		$1.47M Buy
21,706
+17,912
+472% +$1.15M 0.22% 126
2018
Q4 		$216K Buy
3,794
+796
+27% +$48.4K 0.05% 330
2018
Q3 		$203K Sell
2,998
-164
-5% -$10.9K 0.04% 340
2018
Q2 		$200K Buy
+3,162
New +$199K 0.05% 305

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, buying an estimated $77.2K and bringing the position to 32,854 shares worth $4.81M. The position accounts for 0.06% of the portfolio, ranked #309.

Kingsview Wealth Management first reported a position in IWP in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.82M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Kingsview Wealth Management held 32,854 shares of iShares Russell Mid-Cap Growth ETF worth $4.81M as of Q2 2026.
  • Kingsview Wealth Management bought 560 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $77.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Kingsview Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • Kingsview Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.82M in Q4 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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