KWM
Kingsview Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
28,369
-802
| -3% | -$73.8K | 0.04% | 385 |
|
|
2025
Q1 | $2.48M | Sell |
29,171
-3,732
| -11% | -$317K | 0.05% | 343 |
|
|
2024
Q4 | $2.91M | Buy |
32,903
+6,136
| +23% | +$542K | 0.06% | 303 |
|
|
2024
Q3 | $2.36M | Buy |
26,767
+2,124
| +9% | +$187K | 0.05% | 334 |
|
|
2024
Q2 | $2M | Buy |
24,643
+1,513
| +7% | +$123K | 0.05% | 347 |
|
|
2024
Q1 | $1.94M | Sell |
23,130
-270
| -1% | -$22.7K | 0.05% | 350 |
|
|
2023
Q4 | $1.82M | Sell |
23,400
-889
| -4% | -$69.1K | 0.05% | 303 |
|
|
2023
Q3 | $1.68M | Buy |
24,289
+5,967
| +33% | +$413K | 0.06% | 319 |
|
|
2023
Q2 | $1.34M | Buy |
18,322
+434
| +2% | +$31.7K | 0.05% | 323 |
|
|
2023
Q1 | $1.25M | Buy |
17,888
+324
| +2% | +$22.7K | 0.05% | 337 |
|
|
2022
Q4 | $1.18M | Buy |
17,564
+1,950
| +12% | +$132K | 0.05% | 316 |
|
|
2022
Q3 | $970K | Sell |
15,614
-1,053
| -6% | -$65.4K | 0.05% | 337 |
|
|
2022
Q2 | $1.08M | Sell |
16,667
-1,122
| -6% | -$72.6K | 0.05% | 342 |
|
|
2022
Q1 | $1.39M | Buy |
17,789
+1,495
| +9% | +$117K | 0.06% | 309 |
|
|
2021
Q4 | $1.35M | Sell |
16,294
-274
| -2% | -$22.8K | 0.06% | 309 |
|
|
2021
Q3 | $1.3M | Sell |
16,568
-11
| -0.1% | -$860 | 0.06% | 308 |
|
|
2021
Q2 | $1.32M | Sell |
16,579
-1,649
| -9% | -$131K | 0.07% | 308 |
|
|
2021
Q1 | $1.37M | Buy |
18,228
+8,075
| +80% | +$606K | 0.08% | 264 |
|
|
2020
Q4 | $696K | Hold |
10,153
| – | – | 0.05% | 363 |
|
|
2020
Q3 | $583K | Sell |
10,153
-1,565
| -13% | -$89.9K | 0.05% | 337 |
|
|
2020
Q2 | $628K | Sell |
11,718
-722
| -6% | -$38.7K | 0.06% | 286 |
|
|
2020
Q1 | $537K | Buy |
12,440
+681
| +6% | +$29.4K | 0.07% | 258 |
|
|
2019
Q4 | $701K | Buy |
11,759
+512
| +5% | +$30.5K | 0.09% | 236 |
|
|
2019
Q3 | $629K | Buy |
11,247
+2,504
| +29% | +$140K | 0.1% | 219 |
|
|
2019
Q2 | $488K | Buy |
8,743
+2,602
| +42% | +$145K | 0.08% | 249 |
|
|
2019
Q1 | $331K | Buy |
6,141
+351
| +6% | +$18.9K | 0.05% | 333 |
|
|
2018
Q4 | $269K | Buy |
5,790
+4,024
| +228% | +$187K | 0.06% | 301 |
|
|
2018
Q3 | $389K | Buy |
+1,766
| New | +$389K | 0.08% | 253 |
|