Kingswood Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Sell
2025 Q2	$245K	Hold
2025 Q1	$220K	Sell
2024 Q4	$281K	Buy