Kingswood Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.8M	Buy
2025 Q1	$1.88M	Sell
2024 Q4	$2.45M	Buy
2024 Q3	$2.19M	Buy
2024 Q2	$301K	Sell
2024 Q1	$274K	Buy