ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 7,079 Value ($000) $682 Avg Close — Range —
Q3 2025
Shares 4,113 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 3,629 Value ($000) $334 Avg Close — Range —
Q1 2025
Shares 3,545 Value ($000) $302 Avg Close — Range —
Q4 2024
Shares 4,273 Value ($000) $378 Avg Close — Range —
Q3 2024
Shares 3,045 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 3,633 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 3,068 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 3,158 Value ($000) $245 Avg Close — Range —
Q3 2023
Shares 4,062 Value ($000) $281 Avg Close — Range —