ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 61,091 Value ($000) $8,622 Avg Close Range
Q3 2025
Shares 58,710 Value ($000) $8,343 Avg Close Range
Q2 2025
Shares 56,816 Value ($000) $7,546 Avg Close Range
Q1 2025
Shares 29,598 Value ($000) $3,973 Avg Close Range
Q4 2024
Shares 43,297 Value ($000) $5,685 Avg Close Range
Q3 2024
Shares 20,471 Value ($000) $2,762 Avg Close Range
Q2 2024
Shares 21,957 Value ($000) $2,656 Avg Close Range
Q1 2024
Shares 11,295 Value ($000) $1,391 Avg Close Range
Q4 2023
Shares 11,147 Value ($000) $1,307 Avg Close Range
Q2 2023
Shares 6,469 Value ($000) $733 Avg Close Range