Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 35,187 shares of IWP stock, worth $4.81 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

35,187

Previous 22,500 56.39%

Holding current value

$4.81 Million

Previous $3.12 Billion 60.59%

% of portfolio

0.3%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$137.51 - $145.26 $1.74 Million - $1.84 Million	12,687 Added 56.39%	35,187 $5.01 Billion
Q2 2025 Jul 23, 2025	BUY	$104.34 - $138.68 $402,335 - $534,750	3,856 Added 20.68%	22,500 $3.12 Billion
Q1 2025 Jul 25, 2025	SELL	$114.9 - $139.6 $443,054 - $538,297	-3,856 Reduced 17.14%	18,644 $2.19 Billion
Q1 2025 Apr 21, 2025	BUY	$114.9 - $139.6 $399,737 - $485,668	3,479 Added 22.94%	18,644 $2.19 Billion
Q4 2024 Jan 22, 2025	SELL	$116.4 - $138.52 $194,388 - $231,328	-1,670 Reduced 9.92%	15,165 $1.92 Billion

Q3 2024 Oct 21, 2024	BUY	$103.87 - $117.59 $1.75 Million - $1.98 Million	16,835 New	16,835 $1.97 Billion
Q4 2023 Jan 16, 2024	BUY	$85.66 - $105.12 $220,060 - $270,053	2,569 New	2,569 $268 Million

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History