ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 12,267 Value ($000) $3,020 Avg Close — Range —
Q3 2025
Shares 10,298 Value ($000) $2,492 Avg Close — Range —
Q2 2025
Shares 9,466 Value ($000) $2,043 Avg Close — Range —
Q1 2025
Shares 10,500 Value ($000) $2,095 Avg Close — Range —
Q4 2024
Shares 13,053 Value ($000) $2,884 Avg Close — Range —
Q3 2024
Shares 9,453 Value ($000) $2,088 Avg Close — Range —
Q2 2024
Shares 5,402 Value ($000) $1,096 Avg Close — Range —
Q1 2024
Shares 5,166 Value ($000) $1,087 Avg Close — Range —
Q4 2023
Shares 4,977 Value ($000) $999 Avg Close — Range —
Q3 2023
Shares 3,911 Value ($000) $691 Avg Close — Range —