ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 2,192 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 2,260 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 2,022 Value ($000) $250 Avg Close — Range —
Q1 2025
Shares 2,404 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 1,709 Value ($000) $214 Avg Close — Range —