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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Sell	12,789 -201	-2%	-$31.7K	0.03%	545
2026 Q1	$1.89M	Buy	12,990 +890	+7%	+$132K	0.03%	524
2025 Q4	$1.71M	Buy	12,100 +150	+1%	+$21K	0.02%	506
2025 Q3	$1.67M	Buy	11,950 +1,107	+10%	+$151K	0.03%	493
2025 Q2	$1.43M	Sell	10,843 -215	-2%	-$27K	0.02%	495
2025 Q1	$1.39M	Sell	11,058 -481	-4%	-$62.6K	0.03%	463
2024 Q4	$1.49M	Buy	11,539 +488	+4%	+$65.3K	0.03%	460
2024 Q3	$1.46M	Sell	11,051 -54	-0.5%	-$6.82K	0.03%	446
2024 Q2	$1.34M	Buy	11,105 +125	+1%	+$15.2K	0.03%	441
2024 Q1	$1.38M	Sell	10,980 -827	-7%	-$97.4K	0.03%	420
2023 Q4	$1.37M	Sell	11,807 -180	-2%	-$19.2K	0.04%	375
2023 Q3	$1.25M	Buy	11,987 +2,120	+21%	+$234K	0.04%	383
2023 Q2	$1.08M	Buy	9,867 +1,913	+24%	+$202K	0.04%	383
2023 Q1	$845K	Sell	7,954 -74	-0.9%	-$8.07K	0.04%	440
2022 Q4	$846K	Sell	8,028 -166	-2%	-$17.4K	0.04%	380
2022 Q3	$787K	Sell	8,194 -93	-1%	-$9.94K	0.04%	388
2022 Q2	$842K	Buy	8,287 +353	+4%	+$39.5K	0.04%	409
2022 Q1	$949K	Sell	7,934 -188	-2%	-$22.1K	0.04%	412
2021 Q4	$994K	Sell	8,122 -6,418	-44%	-$766K	0.04%	409
2021 Q3	$1.65M	Buy	14,540 +97	+0.7%	+$11.2K	0.08%	261
2021 Q2	$1.67M	Buy	14,443 +7,906	+121%	+$906K	0.08%	264
2021 Q1	$722K	Buy	6,537 +1,497	+30%	+$156K	0.04%	424
2020 Q4	$489K	Sell	5,040 -133	-3%	-$12K	0.04%	451
2020 Q3	$418K	Sell	5,173 -888	-15%	-$71.9K	0.04%	405
2020 Q2	$464K	Buy	6,061 +1	+0%	+$73	0.05%	341
2020 Q1	$388K	Sell	6,060 -883	-13%	-$75.5K	0.05%	304
2019 Q4	$658K	Hold	6,943	–	–	0.08%	242
2019 Q3	$623K	Buy	6,943 +608	+10%	+$53.9K	0.1%	222
2019 Q2	$565K	Buy	6,335 +515	+9%	+$45.2K	0.09%	227
2019 Q1	$506K	Buy	5,820 +458	+9%	+$38.6K	0.08%	264
2018 Q4	$409K	Sell	5,362 -225	-4%	-$18.8K	0.09%	238
2018 Q3	$504K	Buy	+5,587	New	+$506K	0.1%	222

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Kingsview Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q2 2026, selling an estimated $31.7K and leaving 12,789 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #545.

Kingsview Wealth Management first reported a position in IWS in Q3 2018 and has held it in 32 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Kingsview Wealth Management held 12,789 shares of iShares Russell Mid-Cap Value ETF worth $2.11M as of Q2 2026.
Kingsview Wealth Management sold 201 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $31.7K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #545 holding.
Kingsview Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and has held it in 32 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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