ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 37,118 Value ($000) $5,083 Avg Close — Range —
Q3 2025
Shares 35,187 Value ($000) $5,011 Avg Close — Range —
Q2 2025
Shares 22,500 Value ($000) $3,120 Avg Close — Range —
Q1 2025
Shares 18,644 Value ($000) $2,190 Avg Close — Range —
Q4 2024
Shares 15,165 Value ($000) $1,922 Avg Close — Range —
Q3 2024
Shares 16,835 Value ($000) $1,975 Avg Close — Range —
Q4 2023
Shares 2,569 Value ($000) $268 Avg Close — Range —