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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index