Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,298 shares of IWM stock, worth $2.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,298

Previous 9,466 8.79%

Holding current value

$2.45 Million

Previous $2.04 Billion 21.99%

% of portfolio

0.15%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$214.92 - $244.84 $178,813 - $203,706	832 Added 8.79%	10,298 $2.49 Billion
Q2 2025 Jul 23, 2025	SELL	$174.82 - $215.79 $354,709 - $437,837	-2,029 Reduced 17.65%	9,466 $2.04 Billion
Q1 2025 Jul 25, 2025	BUY	$198.1 - $229.79 $204,835 - $237,602	1,034 Added 10.92%	10,500 $2.09 Billion
Q1 2025 Apr 21, 2025	SELL	$198.1 - $229.79 $308,639 - $358,012	-1,558 Reduced 11.94%	11,495 $2.29 Billion
Q4 2024 Jan 22, 2025	BUY	$216.13 - $242.4 $778,068 - $872,640	3,600 Added 38.08%	13,053 $2.88 Billion

Q3 2024 Oct 21, 2024	BUY	$200.87 - $224.6 $813,724 - $909,854	4,051 Added 74.99%	9,453 $2.09 Billion
Q2 2024 Jul 09, 2024	BUY	$192.84 - $209.44 $45,510 - $49,427	236 Added 4.57%	5,402 $1.1 Billion
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $35,811 - $39,746	189 Added 3.8%	5,166 $1.09 Billion
Q4 2023 Jan 16, 2024	BUY	$162.21 - $204.82 $172,915 - $218,338	1,066 Added 27.26%	4,977 $999 Million
Q3 2023 Oct 23, 2023	BUY	$174.36 - $198.71 $681,921 - $777,154	3,911 New	3,911 $691 Million

Others Institutions Holding IWM

# of Institutions

3,023

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History