ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 46,578 Value ($000) $9,301 Avg Close — Range —
Q3 2025
Shares 46,544 Value ($000) $9,116 Avg Close — Range —
Q2 2025
Shares 39,233 Value ($000) $6,798 Avg Close — Range —
Q1 2025
Shares 13,358 Value ($000) $1,879 Avg Close — Range —
Q4 2024
Shares 15,368 Value ($000) $2,452 Avg Close — Range —
Q3 2024
Shares 14,447 Value ($000) $2,190 Avg Close — Range —
Q2 2024
Shares 2,000 Value ($000) $301 Avg Close — Range —
Q1 2024
Shares 2,031 Value ($000) $274 Avg Close — Range —