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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$831K	Buy	4,251 +187	+5%	+$36.5K	0.07%	298
2025 Q1	$774K	Buy	4,064 +1,380	+51%	+$263K	0.07%	302
2024 Q4	$512K	Buy	2,684 +480	+22%	+$91.6K	0.04%	433
2024 Q3	$435K	Buy	2,204 +567	+35%	+$112K	0.03%	493
2024 Q2	$298K	Buy	+1,637	New	+$298K	0.03%	523