ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 9,063 Value ($000) $1,906 Avg Close — Range —
Q3 2025
Shares 3,154 Value ($000) $642 Avg Close — Range —
Q2 2025
Shares 1,779 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 1,757 Value ($000) $331 Avg Close — Range —
Q4 2024
Shares 1,572 Value ($000) $291 Avg Close — Range —
Q3 2024
Shares 2,684 Value ($000) $509 Avg Close — Range —