ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

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

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

Q3 2025
Shares 4,870 Value ($000) $653 Avg Close — Range —
Q2 2025
Shares 4,988 Value ($000) $671 Avg Close — Range —
Q1 2025
Shares 4,838 Value ($000) $667 Avg Close — Range —
Q4 2024
Shares 4,701 Value ($000) $595 Avg Close — Range —
Q3 2024
Shares 4,515 Value ($000) $583 Avg Close — Range —
Q2 2024
Shares 4,369 Value ($000) $493 Avg Close — Range —
Q1 2024
Shares 3,457 Value ($000) $406 Avg Close — Range —
Q4 2023
Shares 3,554 Value ($000) $356 Avg Close — Range —