KWM
Kingsview Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
10,843
-215
| -2% | -$28.4K | 0.02% | 495 |
|
|
2025
Q1 | $1.39M | Sell |
11,058
-481
| -4% | -$60.6K | 0.03% | 463 |
|
|
2024
Q4 | $1.49M | Buy |
11,539
+488
| +4% | +$63.1K | 0.03% | 460 |
|
|
2024
Q3 | $1.46M | Sell |
11,051
-54
| -0.5% | -$7.14K | 0.03% | 446 |
|
|
2024
Q2 | $1.34M | Buy |
11,105
+125
| +1% | +$15.1K | 0.03% | 441 |
|
|
2024
Q1 | $1.38M | Sell |
10,980
-827
| -7% | -$104K | 0.03% | 420 |
|
|
2023
Q4 | $1.37M | Sell |
11,807
-180
| -2% | -$20.9K | 0.04% | 375 |
|
|
2023
Q3 | $1.25M | Buy |
11,987
+2,120
| +21% | +$221K | 0.04% | 383 |
|
|
2023
Q2 | $1.08M | Buy |
9,867
+1,913
| +24% | +$210K | 0.04% | 383 |
|
|
2023
Q1 | $845K | Sell |
7,954
-74
| -0.9% | -$7.86K | 0.04% | 440 |
|
|
2022
Q4 | $846K | Sell |
8,028
-166
| -2% | -$17.5K | 0.04% | 380 |
|
|
2022
Q3 | $787K | Sell |
8,194
-93
| -1% | -$8.93K | 0.04% | 388 |
|
|
2022
Q2 | $842K | Buy |
8,287
+353
| +4% | +$35.9K | 0.04% | 409 |
|
|
2022
Q1 | $949K | Sell |
7,934
-188
| -2% | -$22.5K | 0.04% | 412 |
|
|
2021
Q4 | $994K | Sell |
8,122
-6,418
| -44% | -$785K | 0.04% | 405 |
|
|
2021
Q3 | $1.65M | Buy |
14,540
+97
| +0.7% | +$11K | 0.08% | 261 |
|
|
2021
Q2 | $1.67M | Buy |
14,443
+7,906
| +121% | +$916K | 0.08% | 264 |
|
|
2021
Q1 | $722K | Buy |
6,537
+1,497
| +30% | +$165K | 0.04% | 424 |
|
|
2020
Q4 | $489K | Sell |
5,040
-133
| -3% | -$12.9K | 0.04% | 451 |
|
|
2020
Q3 | $418K | Sell |
5,173
-888
| -15% | -$71.8K | 0.04% | 405 |
|
|
2020
Q2 | $464K | Buy |
6,061
+1
| +0% | +$77 | 0.05% | 341 |
|
|
2020
Q1 | $388K | Sell |
6,060
-883
| -13% | -$56.5K | 0.05% | 304 |
|
|
2019
Q4 | $658K | Hold |
6,943
| – | – | 0.08% | 242 |
|
|
2019
Q3 | $623K | Buy |
6,943
+608
| +10% | +$54.6K | 0.1% | 222 |
|
|
2019
Q2 | $565K | Buy |
6,335
+515
| +9% | +$45.9K | 0.09% | 227 |
|
|
2019
Q1 | $506K | Buy |
5,820
+458
| +9% | +$39.8K | 0.08% | 264 |
|
|
2018
Q4 | $409K | Sell |
5,362
-225
| -4% | -$17.2K | 0.09% | 238 |
|
|
2018
Q3 | $504K | Buy |
+5,587
| New | +$504K | 0.1% | 222 |
|