ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 10,030 Value ($000) $1,292 Avg Close — Range —
Q3 2025
Shares 9,878 Value ($000) $1,244 Avg Close — Range —
Q2 2025
Shares 8,954 Value ($000) $1,040 Avg Close — Range —
Q1 2025
Shares 8,792 Value ($000) $900 Avg Close — Range —
Q4 2024
Shares 8,774 Value ($000) $967 Avg Close — Range —
Q3 2024
Shares 9,677 Value ($000) $1,053 Avg Close — Range —
Q2 2024
Shares 8,618 Value ($000) $895 Avg Close — Range —
Q1 2024
Shares 8,461 Value ($000) $853 Avg Close — Range —
Q4 2023
Shares 8,461 Value ($000) $770 Avg Close — Range —