Kingswood Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
9,466
-1,034
| -10% | -$223K | 0.16% | 138 |
|
|
2025
Q1 | $2.09M | Sell |
10,500
-2,553
| -20% | -$509K | 0.19% | 123 |
|
|
2024
Q4 | $2.88M | Buy |
13,053
+3,600
| +38% | +$796K | 0.22% | 104 |
|
|
2024
Q3 | $2.09M | Buy |
9,453
+4,051
| +75% | +$895K | 0.15% | 156 |
|
|
2024
Q2 | $1.1M | Buy |
5,402
+236
| +5% | +$47.9K | 0.1% | 215 |
|
|
2024
Q1 | $1.09M | Buy |
5,166
+189
| +4% | +$39.8K | 0.13% | 189 |
|
|
2023
Q4 | $999K | Buy |
4,977
+1,066
| +27% | +$214K | 0.11% | 196 |
|
|
2023
Q3 | $691K | Buy |
+3,911
| New | +$691K | 0.12% | 198 |
|