ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 4,308 Value ($000) $1,297 Avg Close Range
Q3 2025
Shares 2,873 Value ($000) $779 Avg Close Range
Q2 2025
Shares 1,815 Value ($000) $433 Avg Close Range
Q1 2025
Shares 5,118 Value ($000) $963 Avg Close Range
Q4 2024
Shares 5,015 Value ($000) $1,081 Avg Close Range
Q3 2024
Shares 2,727 Value ($000) $629 Avg Close Range
Q2 2024
Shares 1,701 Value ($000) $420 Avg Close Range
Q1 2024
Shares 1,779 Value ($000) $402 Avg Close Range
Q4 2023
Shares 807 Value ($000) $465 Avg Close Range
Q3 2023
Shares 2,072 Value ($000) $981 Avg Close Range
Q2 2023
Shares 2,010 Value ($000) $1,020 Avg Close Range