Kingswood Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.9M	Buy
2025 Q1	$12.4M	Sell
2024 Q4	$14.5M	Buy
2024 Q3	$12.9M	Buy
2024 Q2	$11M	Buy
2024 Q1	$9.22M	Buy
2023 Q4	$7.81M	Buy
2023 Q3	$5.32M	Buy
2023 Q2	$1.07M	Buy