Kingswood Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$244K	Sell
2025 Q1	$386K	Sell
2024 Q4	$550K	Buy
2023 Q3	–	Sell
2023 Q2	$1.06M	Buy