ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,635 Value ($000) $2,490 Avg Close — Range —
Q3 2025
Shares 3,928 Value ($000) $2,629 Avg Close — Range —
Q2 2025
Shares 3,985 Value ($000) $2,474 Avg Close — Range —
Q1 2025
Shares 4,228 Value ($000) $2,376 Avg Close — Range —
Q4 2024
Shares 4,284 Value ($000) $2,522 Avg Close — Range —
Q3 2024
Shares 4,330 Value ($000) $2,497 Avg Close — Range —
Q2 2024
Shares 4,624 Value ($000) $2,530 Avg Close — Range —
Q1 2024
Shares 4,614 Value ($000) $2,426 Avg Close — Range —
Q4 2023
Shares 4,613 Value ($000) $2,204 Avg Close — Range —
Q3 2023
Shares 4,637 Value ($000) $1,991 Avg Close — Range —
Q2 2023
Shares 4,637 Value ($000) $2,067 Avg Close — Range —
Q1 2023
Shares 4,483 Value ($000) $1,843 Avg Close — Range —
Q4 2022
Shares 4,455 Value ($000) $1,712 Avg Close — Range —
Q3 2022
Shares 4,455 Value ($000) $1,598 Avg Close — Range —
Q2 2022
Shares 4,455 Value ($000) $1,689 Avg Close — Range —
Q1 2022
Shares 5,856 Value ($000) $2,656 Avg Close — Range —
Q4 2021
Shares 5,908 Value ($000) $2,825 Avg Close — Range —
Q3 2021
Shares 5,898 Value ($000) $2,540 Avg Close — Range —
Q2 2021
Shares 5,236 Value ($000) $2,251 Avg Close — Range —
Q1 2021
Shares 6,221 Value ($000) $2,475 Avg Close — Range —
Q4 2020
Shares 6,189 Value ($000) $2,423 Avg Close — Range —