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Kingswood Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kingswood Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
2,910
-80
-3% -$7.96K 0.02% 584
2025
Q1 		$291K Buy
2,990
+398
+15% +$38.8K 0.03% 559
2024
Q4 		$282K Buy
+2,592
New +$282K 0.02% 629