Kingswood Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 919 shares of IWY stock, worth $253,689. This represents 0.01% of its overall portfolio holdings.

Number of Shares

919

Previous 823 11.66%

Holding current value

$253,689

Previous $225 Million 13.01%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$268.43 - $288.26 $25,769 - $27,672	96 Added 11.66%	919 $255 Million
Q3 2025 Oct 23, 2025	BUY	$243.93 - $275.62 $200,754 - $226,835	823 New	823 $225 Million
Q1 2025 Jul 25, 2025	BUY	$210.19 - $243.33 $223,852 - $259,146	1,065 New	1,065 $226 Million
Q1 2025 Apr 21, 2025	BUY	$210.19 - $243.33 $3,783 - $4,379	18 Added 0.92%	1,977 $420 Million
Q4 2024 Jan 22, 2025	BUY	$216.72 - $244.71 $424,554 - $479,386	1,959 New	1,959 $461 Million

Q1 2024 Apr 15, 2024	SELL	$170.38 - $196.82 $34,246 - $39,560	-201 Reduced 16.13%	1,045 $204 Million
Q4 2023 Jan 16, 2024	BUY	$149.01 - $175.92 $185,666 - $219,196	1,246 New	1,246 $218 Million

Others Institutions Holding IWY

# of Institutions

671

Shares Held

55.2M

Call Options Held

Put Options Held

2.7K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Kingswood Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History