ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 50,926 Value ($000) $4,066 Avg Close — Range —
Q3 2025
Shares 50,894 Value ($000) $4,210 Avg Close — Range —
Q2 2025
Shares 48,213 Value ($000) $3,868 Avg Close — Range —
Q1 2025
Shares 47,805 Value ($000) $3,415 Avg Close — Range —
Q4 2024
Shares 47,818 Value ($000) $3,612 Avg Close — Range —
Q3 2024
Shares 15,994 Value ($000) $1,167 Avg Close — Range —
Q2 2024
Shares 7,382 Value ($000) $500 Avg Close — Range —
Q1 2024
Shares 6,035 Value ($000) $427 Avg Close — Range —