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
2026 Q2	$918K	Sell	2,509 -158	-6%	-$56.6K	0.04%	428
2026 Q1	$848K	Sell	2,667 -1,697	-39%	-$569K	0.04%	410
2025 Q4	$1.5M	Buy	4,364 +1,000	+30%	+$340K	0.07%	269
2025 Q3	$1.12M	Buy	3,364 +872	+35%	+$277K	0.07%	298
2025 Q2	$758K	Buy	2,492 +212	+9%	+$59.1K	0.06%	311
2025 Q1	$617K	Buy	2,280 +703	+45%	+$202K	0.06%	345
2024 Q4	$456K	Buy	1,577 +418	+36%	+$120K	0.03%	467
2024 Q3	$321K	Buy	1,159 +349	+43%	+$93.2K	0.02%	559
2024 Q2	$214K	Buy	+810	New	+$203K	0.02%	615

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingswood Wealth Advisors's OEF Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares S&P 100 ETF (OEF) stake by 5.9% in Q2 2026, selling an estimated $56.6K and leaving 2,509 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #428.

Kingswood Wealth Advisors first reported a position in OEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Kingswood Wealth Advisors held 2,509 shares of iShares S&P 100 ETF worth $918K as of Q2 2026.
Kingswood Wealth Advisors sold 158 iShares S&P 100 ETF shares in Q2 2026, an estimated $56.6K.
iShares S&P 100 ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #428 holding.
Kingswood Wealth Advisors first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's iShares S&P 100 ETF position peaked at $1.5M in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.