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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 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 823 shares of IWY stock, worth $227,189. This represents 0.01% of its overall portfolio holdings.

Number of Shares
823
Holding current value
$227,189
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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