ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 25,762 Value ($000) $17,646 Avg Close — Range —
Q3 2025
Shares 32,006 Value ($000) $21,421 Avg Close — Range —
Q2 2025
Shares 28,868 Value ($000) $17,924 Avg Close — Range —
Q1 2025
Shares 22,121 Value ($000) $12,435 Avg Close — Range —
Q4 2024
Shares 24,559 Value ($000) $14,458 Avg Close — Range —
Q3 2024
Shares 22,351 Value ($000) $12,885 Avg Close — Range —
Q2 2024
Shares 20,162 Value ($000) $11,034 Avg Close — Range —
Q1 2024
Shares 17,546 Value ($000) $9,225 Avg Close — Range —
Q4 2023
Shares 16,346 Value ($000) $7,807 Avg Close — Range —
Q3 2023
Shares 12,397 Value ($000) $5,324 Avg Close — Range —
Q2 2023
Shares 2,391 Value ($000) $1,066 Avg Close — Range —