Kingsview Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Sell
2025
Q2
$509K Sell
2025
Q1
$500K Buy
2024
Q4
$526K Sell
2024
Q3
$3.66M Buy
2024
Q2
$428K Buy
2024
Q1
$399K Buy
2023
Q4
$245K Sell
2023
Q3
$230K Buy
2022
Q2
Sell
2022
Q1
$1.15M Buy