KWA
Kingswood Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
28,868
+6,747
| +31% | +$4.19M | 1.42% | 10 |
|
|
2025
Q1 | $12.4M | Sell |
22,121
-2,438
| -10% | -$1.37M | 1.14% | 10 |
|
|
2024
Q4 | $14.5M | Buy |
24,559
+2,208
| +10% | +$1.3M | 1.09% | 12 |
|
|
2024
Q3 | $12.9M | Buy |
22,351
+2,189
| +11% | +$1.26M | 0.92% | 15 |
|
|
2024
Q2 | $11M | Buy |
20,162
+2,616
| +15% | +$1.43M | 0.99% | 13 |
|
|
2024
Q1 | $9.22M | Buy |
17,546
+1,200
| +7% | +$631K | 1.06% | 11 |
|
|
2023
Q4 | $7.81M | Buy |
16,346
+3,949
| +32% | +$1.89M | 0.88% | 13 |
|
|
2023
Q3 | $5.32M | Buy |
12,397
+10,006
| +418% | +$4.3M | 0.91% | 16 |
|
|
2023
Q2 | $1.07M | Buy |
+2,391
| New | +$1.07M | 0.34% | 74 |
|