Kingswood Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$992K	Buy
2025 Q2	$831K	Buy
2025 Q1	$774K	Buy
2024 Q4	$512K	Buy
2024 Q3	$435K	Buy
2024 Q2	$298K	Buy