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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 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 4,033 shares of IWR stock, worth $357,081. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,033

Previous 4,273 5.62%

Holding current value

$357,081

Previous $378 Million 9.12%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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