ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 41,924 Value ($000) $5,168 Avg Close — Range —
Q3 2025
Shares 24,378 Value ($000) $2,943 Avg Close — Range —
Q2 2025
Shares 21,258 Value ($000) $2,341 Avg Close — Range —
Q1 2025
Shares 21,084 Value ($000) $1,958 Avg Close — Range —
Q4 2024
Shares 17,612 Value ($000) $1,788 Avg Close — Range —
Q3 2024
Shares 15,311 Value ($000) $1,465 Avg Close — Range —
Q2 2024
Shares 10,475 Value ($000) $969 Avg Close — Range —
Q1 2024
Shares 3,691 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 5,229 Value ($000) $393 Avg Close — Range —