ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 30,140 Value ($000) $3,622 Avg Close — Range —
Q3 2025
Shares 21,366 Value ($000) $2,539 Avg Close — Range —
Q2 2025
Shares 17,866 Value ($000) $1,953 Avg Close — Range —
Q1 2025
Shares 20,101 Value ($000) $2,103 Avg Close — Range —
Q4 2024
Shares 26,578 Value ($000) $3,062 Avg Close — Range —
Q3 2024
Shares 18,578 Value ($000) $2,171 Avg Close — Range —
Q2 2024
Shares 13,978 Value ($000) $1,491 Avg Close — Range —
Q1 2024
Shares 7,736 Value ($000) $855 Avg Close — Range —
Q4 2023
Shares 7,752 Value ($000) $839 Avg Close — Range —
Q3 2023
Shares 4,302 Value ($000) $406 Avg Close — Range —
Q2 2023
Shares 3,254 Value ($000) $324 Avg Close — Range —