Kingswood Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Kingswood Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.64M	Buy	12,124 +707	+6%	+$199K	0.15%	158
2026 Q1	$2.83M	Sell	11,417 -850	-7%	-$219K	0.13%	177
2025 Q4	$3.02M	Buy	12,267 +1,969	+19%	+$484K	0.15%	154
2025 Q3	$2.49M	Buy	10,298 +832	+9%	+$191K	0.15%	150
2025 Q2	$2.04M	Sell	9,466 -1,034	-10%	-$208K	0.16%	138
2025 Q1	$2.09M	Sell	10,500 -2,553	-20%	-$554K	0.19%	123
2024 Q4	$2.88M	Buy	13,053 +3,600	+38%	+$821K	0.22%	104
2024 Q3	$2.09M	Buy	9,453 +4,051	+75%	+$867K	0.15%	156
2024 Q2	$1.1M	Buy	5,402 +236	+5%	+$47.7K	0.1%	215
2024 Q1	$1.09M	Buy	5,166 +189	+4%	+$37.7K	0.13%	189
2023 Q4	$999K	Buy	4,977 +1,066	+27%	+$191K	0.11%	196
2023 Q3	$691K	Buy	+3,911	New	+$734K	0.12%	198

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Kingswood Wealth Advisors's IWM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.2% in Q2 2026, buying an estimated $199K and bringing the position to 12,124 shares worth $3.64M. The position accounts for 0.15% of the portfolio, ranked #158.

Kingswood Wealth Advisors first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 1,248 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kingswood Wealth Advisors held 12,124 shares of iShares Russell 2000 ETF worth $3.64M as of Q2 2026.
Kingswood Wealth Advisors bought 707 iShares Russell 2000 ETF shares in Q2 2026, an estimated $199K.
iShares Russell 2000 ETF made up 0.15% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
1,248 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.