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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.95M	Buy
2025 Q2	$2.45M	Buy
2025 Q1	$2M	Sell
2024 Q4	$3.14M	Sell
2024 Q3	$5.14M	Buy
2024 Q2	$3.49M	Sell
2024 Q1	$3.24M	Buy
2023 Q4	$2.53M	Buy
2023 Q3	$2.09M	Sell
2023 Q2	$586K	Buy