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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	+1,914	New	+$253K	0.02%	619
2024 Q4	–	Sell	-3,177	Closed	-$420K	–	852
2024 Q3	$420K	Buy	+3,177	New	+$420K	0.03%	503