Kingswood Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kingswood Wealth Advisors’s Portfolio IWR Stock Details IWR 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	$397K	Buy
2025 Q2	$334K	Buy
2025 Q1	$302K	Sell
2024 Q4	$378K	Buy
2024 Q3	$268K	Sell
2024 Q2	$295K	Buy
2024 Q1	$258K	Sell
2023 Q4	$245K	Sell
2023 Q3	$281K	Buy