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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.54M	Buy
2025 Q2	$1.95M	Sell
2025 Q1	$2.1M	Sell
2024 Q4	$3.06M	Buy
2024 Q3	$2.17M	Buy
2024 Q2	$1.49M	Buy
2024 Q1	$855K	Sell
2023 Q4	$839K	Buy
2023 Q3	$406K	Buy
2023 Q2	$324K	Buy