ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 11,048 Value ($000) $1,855 Avg Close Range
Q3 2025
Shares 4,595 Value ($000) $756 Avg Close Range
Q2 2025
Shares 4,657 Value ($000) $700 Avg Close Range
Q1 2025
Shares 4,757 Value ($000) $605 Avg Close Range
Q4 2024
Shares 5,143 Value ($000) $717 Avg Close Range
Q3 2024
Shares 3,659 Value ($000) $483 Avg Close Range
Q2 2024
Shares 3,850 Value ($000) $491 Avg Close Range
Q1 2024
Shares 4,233 Value ($000) $496 Avg Close Range
Q4 2023
Shares 4,161 Value ($000) $433 Avg Close Range