Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,113 shares of IWR stock, worth $389,172. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,113
Previous 3,629 13.34%
Holding current value
$389,172
Previous $334 Million 18.98%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$92.26 - $97.51 $44,653 - $47,194
484 Added 13.34%
4,113 $397 Million
Q2 2025

Jul 23, 2025
SELL
$74.88 - $91.97 $30,251 - $37,155
-404 Reduced 10.02%
3,629 $334 Million
Q1 2025

Jul 25, 2025
SELL
$82.81 - $92.93 $6,956 - $7,806
-84 Reduced 2.31%
3,545 $302 Million
Q1 2025

Apr 21, 2025
SELL
$82.81 - $92.93 $19,874 - $22,303
-240 Reduced 5.62%
4,033 $343 Million
Q4 2024

Jan 22, 2025
BUY
$87.25 - $95.52 $107,143 - $117,298
1,228 Added 40.33%
4,273 $378 Million
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $46,992 - $51,855
-588 Reduced 16.18%
3,045 $268 Million
Q2 2024

Jul 09, 2024
BUY
$78.66 - $83.59 $44,442 - $47,228
565 Added 18.42%
3,633 $295 Million
Q1 2024

Apr 15, 2024
SELL
$75.37 - $84.09 $6,783 - $7,568
-90 Reduced 2.85%
3,068 $258 Million
Q4 2023

Jan 16, 2024
SELL
$64.84 - $78.27 $58,615 - $70,756
-904 Reduced 22.26%
3,158 $245 Million
Q3 2023

Oct 23, 2023
BUY
$68.54 - $75.91 $278,409 - $308,346
4,062 New
4,062 $281 Million

Others Institutions Holding IWR

# of Institutions
1,637
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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