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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$758K	Buy	2,492 +212	+9%	+$64.5K	0.06%	311
2025 Q1	$617K	Buy	2,280 +703	+45%	+$190K	0.06%	345
2024 Q4	$456K	Buy	1,577 +418	+36%	+$121K	0.03%	467
2024 Q3	$321K	Buy	1,159 +349	+43%	+$96.6K	0.02%	559
2024 Q2	$214K	Buy	+810	New	+$214K	0.02%	615