Kingswood Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Buy
2025 Q2	$758K	Buy
2025 Q1	$617K	Buy
2024 Q4	$456K	Buy
2024 Q3	$321K	Buy
2024 Q2	$214K	Buy