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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Buy	3,024 +193	+7%	+$79.5K	0.02%	678
2026 Q1	$1.05M	Buy	2,831 +1,357	+92%	+$525K	0.01%	679
2025 Q4	$570K	Buy	1,474 +24	+2%	+$9.21K	0.01%	800
2025 Q3	$550K	Sell	1,450 -1	-0.1%	-$365	0.01%	774
2025 Q2	$509K	Sell	1,451 -124	-8%	-$40.3K	0.01%	765
2025 Q1	$500K	Buy	1,575 +1	+0.1%	+$335	0.01%	726
2024 Q4	$526K	Sell	1,574 -9,621	-86%	-$3.24M	0.01%	717
2024 Q3	$3.66M	Buy	11,195 +9,807	+707%	+$3.09M	0.08%	243
2024 Q2	$428K	Buy	1,388 +60	+5%	+$17.9K	0.01%	733
2024 Q1	$399K	Buy	1,328 +432	+48%	+$123K	0.01%	728
2023 Q4	$245K	Sell	896 -42	-4%	-$10.7K	0.01%	828
2023 Q3	$230K	Buy	+938	New	+$240K	0.01%	839
2022 Q2	–	Sell	-4,397	Closed	-$1.15M	–	871
2022 Q1	$1.15M	Buy	+4,397	New	+$1.14M	0.05%	351

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 6.8% in Q2 2026, buying an estimated $79.5K and bringing the position to 3,024 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #678.

Kingsview Wealth Management first reported a position in IWV in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.66M in Q3 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Kingsview Wealth Management held 3,024 shares of iShares Russell 3000 ETF worth $1.29M as of Q2 2026.
Kingsview Wealth Management bought 193 iShares Russell 3000 ETF shares in Q2 2026, an estimated $79.5K.
iShares Russell 3000 ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #678 holding.
Kingsview Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 13 quarters since.
Kingsview Wealth Management's iShares Russell 3000 ETF position peaked at $3.66M in Q3 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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