ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 5,000 Value ($000) $1,060 Avg Close — Range —
Q3 2025
Shares 4,806 Value ($000) $992 Avg Close — Range —
Q2 2025
Shares 4,251 Value ($000) $831 Avg Close — Range —
Q1 2025
Shares 4,064 Value ($000) $774 Avg Close — Range —
Q4 2024
Shares 2,684 Value ($000) $512 Avg Close — Range —
Q3 2024
Shares 2,204 Value ($000) $435 Avg Close — Range —
Q2 2024
Shares 1,637 Value ($000) $298 Avg Close — Range —