KWM
IWY icon

Kingsview Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kingsview Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32M Buy
18,307
+62
+0.3% +$17.5K 0.06% 279
2026
Q1 		$4.54M Buy
18,245
+298
+2% +$79K 0.06% 317
2025
Q4 		$4.97M Buy
17,947
+911
+5% +$252K 0.07% 277
2025
Q3 		$4.66M Sell
17,036
-3,938
-19% -$1.02M 0.07% 279
2025
Q2 		$5.17M Sell
20,974
-58
-0.3% -$12.9K 0.09% 236
2025
Q1 		$4.44M Sell
21,032
-430
-2% -$98.9K 0.08% 233
2024
Q4 		$5.05M Sell
21,462
-367
-2% -$84.3K 0.1% 204
2024
Q3 		$4.8M Buy
21,829
+1,606
+8% +$342K 0.1% 204
2024
Q2 		$4.34M Sell
20,223
-139
-0.7% -$27.7K 0.1% 201
2024
Q1 		$3.97M Sell
20,362
-169
-0.8% -$31.6K 0.1% 198
2023
Q4 		$3.6M Sell
20,531
-237
-1% -$38.9K 0.11% 182
2023
Q3 		$3.19M Buy
20,768
+519
+3% +$82.8K 0.11% 193
2023
Q2 		$3.21M Sell
20,249
-422
-2% -$61.5K 0.13% 178
2023
Q1 		$2.87M Sell
20,671
-214
-1% -$27.8K 0.12% 183
2022
Q4 		$2.52M Sell
20,885
-2,406
-10% -$299K 0.11% 208
2022
Q3 		$2.78M Sell
23,291
-139
-0.6% -$18.7K 0.13% 175
2022
Q2 		$2.93M Buy
23,430
+4,962
+27% +$681K 0.14% 162
2022
Q1 		$2.93M Buy
+18,468
New +$2.88M 0.13% 176

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.34% in Q2 2026, buying an estimated $17.5K and bringing the position to 18,307 shares worth $5.32M. The position accounts for 0.06% of the portfolio, ranked #279.

Kingsview Wealth Management first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Kingsview Wealth Management held 18,307 shares of iShares Russell Top 200 Growth ETF worth $5.32M as of Q2 2026.
  • Kingsview Wealth Management bought 62 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Russell Top 200 Growth ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Kingsview Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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