Kingswood Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-882	Closed	-$223K	–	657
2023 Q4	$223K	Sell	882 -518	-37%	-$131K	0.03%	550
2023 Q3	$309K	Hold	1,400	–	–	0.05%	323
2023 Q2	$340K	Buy	+1,400	New	+$340K	0.11%	181