Kingsview Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kingsview Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.15M	Buy	55,749 +9,375	+20%	+$986K	0.07%	242
2026 Q1	$4.51M	Buy	46,374 +2,398	+5%	+$240K	0.06%	320
2025 Q4	$4.23M	Buy	43,976 +6,664	+18%	+$641K	0.06%	312
2025 Q3	$3.6M	Buy	37,312 +8,943	+32%	+$848K	0.06%	334
2025 Q2	$2.61M	Sell	28,369 -802	-3%	-$69.3K	0.04%	385
2025 Q1	$2.48M	Sell	29,171 -3,732	-11%	-$333K	0.05%	343
2024 Q4	$2.91M	Buy	32,903 +6,136	+23%	+$557K	0.06%	303
2024 Q3	$2.36M	Buy	26,767 +2,124	+9%	+$179K	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%	-$21.4K	0.05%	350
2023 Q4	$1.82M	Sell	23,400 -889	-4%	-$63.2K	0.05%	303
2023 Q3	$1.68M	Buy	24,289 +5,967	+33%	+$435K	0.06%	319
2023 Q2	$1.34M	Buy	18,322 +434	+2%	+$30.2K	0.05%	323
2023 Q1	$1.25M	Buy	17,888 +324	+2%	+$22.9K	0.05%	337
2022 Q4	$1.18M	Buy	17,564 +1,950	+12%	+$131K	0.05%	316
2022 Q3	$970K	Sell	15,614 -1,053	-6%	-$72.4K	0.05%	337
2022 Q2	$1.08M	Sell	16,667 -1,122	-6%	-$79.9K	0.05%	342
2022 Q1	$1.39M	Buy	17,789 +1,495	+9%	+$115K	0.06%	309
2021 Q4	$1.35M	Sell	16,294 -274	-2%	-$22.5K	0.06%	312
2021 Q3	$1.3M	Sell	16,568 -11	-0.1%	-$881	0.06%	308
2021 Q2	$1.32M	Sell	16,579 -1,649	-9%	-$128K	0.07%	308
2021 Q1	$1.37M	Buy	18,228 +8,075	+80%	+$584K	0.08%	264
2020 Q4	$696K	Hold	10,153	–	–	0.05%	363
2020 Q3	$583K	Sell	10,153 -1,565	-13%	-$89.1K	0.05%	337
2020 Q2	$628K	Sell	11,718 -722	-6%	-$36.2K	0.06%	286
2020 Q1	$537K	Buy	12,440 +681	+6%	+$37.5K	0.07%	258
2019 Q4	$701K	Buy	11,759 +512	+5%	+$29.4K	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%	+$143K	0.08%	249
2019 Q1	$331K	Buy	6,141 +351	+6%	+$18.2K	0.05%	333
2018 Q4	$269K	Sell	5,790 -1,274	-18%	-$64.3K	0.06%	301
2018 Q3	$389K	Buy	+7,064	New	+$387K	0.08%	253

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q2 2026, buying an estimated $986K and bringing the position to 55,749 shares worth $6.15M. The position accounts for 0.07% of the portfolio, ranked #242.

Kingsview Wealth Management first reported a position in IWR in Q3 2018 and has held it in 32 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Kingsview Wealth Management held 55,749 shares of iShares Russell Mid-Cap ETF worth $6.15M as of Q2 2026.
Kingsview Wealth Management bought 9,375 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $986K.
iShares Russell Mid-Cap ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #242 holding.
Kingsview Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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