ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 7,232 Value ($000) $1,553 Avg Close — Range —
Q3 2025
Shares 6,462 Value ($000) $1,352 Avg Close — Range —
Q2 2025
Shares 5,162 Value ($000) $974 Avg Close — Range —
Q1 2025
Shares 3,952 Value ($000) $605 Avg Close — Range —
Q4 2024
Shares 6,806 Value ($000) $989 Avg Close — Range —
Q3 2024
Shares 3,883 Value ($000) $581 Avg Close — Range —
Q2 2024
Shares 4,081 Value ($000) $539 Avg Close — Range —
Q1 2024
Shares 2,639 Value ($000) $348 Avg Close — Range —
Q4 2023
Shares 1,905 Value ($000) $241 Avg Close — Range —
Q3 2023
Shares 2,130 Value ($000) $226 Avg Close — Range —