ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 28,504 Value ($000) $7,135 Avg Close — Range —
Q3 2025
Shares 19,427 Value ($000) $4,982 Avg Close — Range —
Q2 2025
Shares 19,047 Value ($000) $4,577 Avg Close — Range —
Q1 2025
Shares 19,542 Value ($000) $3,975 Avg Close — Range —
Q4 2024
Shares 38,302 Value ($000) $7,926 Avg Close — Range —
Q3 2024
Shares 19,380 Value ($000) $3,914 Avg Close — Range —
Q2 2024
Shares 19,144 Value ($000) $3,731 Avg Close — Range —
Q1 2024
Shares 19,117 Value ($000) $3,582 Avg Close — Range —
Q4 2023
Shares 19,669 Value ($000) $3,086 Avg Close — Range —
Q3 2023
Shares 4,070 Value ($000) $572 Avg Close — Range —
Q2 2023
Shares 20,589 Value ($000) $2,970 Avg Close — Range —