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
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