Kingswood Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,154 shares of IWD stock, worth $645,907. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,154

Previous 1,779 77.29%

Holding current value

$645,907

Previous $346 Million 85.83%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$192.76 - $203.86 $265,045 - $280,307	1,375 Added 77.29%	3,154 $642 Million
Q2 2025 Jul 23, 2025	BUY	$166.82 - $194.23 $3,670 - $4,273	22 Added 1.25%	1,779 $346 Million
Q1 2025 Jul 25, 2025	SELL	$182.82 - $196.21 $4,022 - $4,316	-22 Reduced 1.24%	1,757 $331 Million
Q1 2025 Apr 21, 2025	BUY	$182.82 - $196.21 $33,821 - $36,298	185 Added 11.77%	1,757 $331 Million
Q4 2024 Jan 22, 2025	SELL	$183.23 - $199.79 $203,751 - $222,166	-1,112 Reduced 41.43%	1,572 $291 Million

Q3 2024 Oct 21, 2024	BUY	$173.36 - $189.8 $465,298 - $509,423	2,684 New	2,684 $509 Million

Others Institutions Holding IWD

# of Institutions

1,996

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History