iShares Russell 2000 Index shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.0M | 12k | 246.16 |
| 2025-09-30 | $2.5M | 10k | 241.96 |
| 2025-06-30 | $2.0M | 9.5k | 215.78 |
| 2025-03-31 | $2.1M | 11k | 199.49 |
| 2024-12-31 | $2.9M | 13k | 220.98 |
| 2024-09-30 | $2.1M | 9.5k | 220.88 |
| 2024-06-30 | $1.1M | 5.4k | 202.90 |
| 2024-03-31 | $1.1M | 5.2k | 210.32 |
| 2023-12-31 | $999k | 5.0k | 200.70 |
| 2023-09-30 | $691k | 3.9k | 176.75 |