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Kingswood Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Kingswood Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
845
-1
-0.1% -$340 0.02% 587
2025
Q1 		$260K Buy
+846
New +$260K 0.02% 593