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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$642K	Buy
2025 Q2	$346K	Buy
2025 Q1	$331K	Buy
2024 Q4	$291K	Sell
2024 Q3	$509K	Buy