Kingswood Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kingswood Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.74M	Buy
2025 Q2	$3.61M	Buy
2025 Q1	$2.92M	Sell
2024 Q4	$3.99M	Buy
2024 Q3	$2.34M	Buy
2024 Q2	$1.7M	Buy
2024 Q1	$1.05M	Buy
2023 Q4	$596K	Buy
2023 Q3	$373K	Buy