KWA
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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
2026
Q1 		$220K Hold
2,450
– – 0.01% 845
2025
Q4 		$231K Hold
2,450
– – 0.01% 767
2025
Q3 		$226K Sell
2,450
-400
-14% -$35.6K 0.01% 725
2025
Q2 		$245K Hold
2,850
– – 0.02% 633
2025
Q1 		$220K Sell
2,850
-613
-18% -$49.9K 0.02% 653
2024
Q4 		$281K Buy
+3,463
New +$283K 0.02% 630

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EH
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