ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 3,937 Value ($000) $485 Avg Close — Range —
Q3 2025
Shares 7,593 Value ($000) $917 Avg Close — Range —
Q2 2025
Shares 7,710 Value ($000) $849 Avg Close — Range —
Q1 2025
Shares 9,022 Value ($000) $838 Avg Close — Range —
Q4 2024
Shares 9,014 Value ($000) $915 Avg Close — Range —
Q3 2024
Shares 9,004 Value ($000) $862 Avg Close — Range —
Q2 2024
Shares 8,993 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 8,987 Value ($000) $759 Avg Close — Range —
Q4 2023
Shares 8,984 Value ($000) $675 Avg Close — Range —
Q3 2023
Shares 9,399 Value ($000) $643 Avg Close — Range —
Q2 2023
Shares 8,323 Value ($000) $587 Avg Close — Range —
Q1 2023
Shares 8,676 Value ($000) $554 Avg Close — Range —
Q4 2022
Shares 8,420 Value ($000) $493 Avg Close — Range —
Q3 2022
Shares 4,162 Value ($000) $240 Avg Close — Range —
Q2 2022
Shares 4,162 Value ($000) $251 Avg Close — Range —
Q1 2022
Shares 3,797 Value ($000) $290 Avg Close — Range —
Q4 2021
Shares 1,032 Value ($000) $86 Avg Close — Range —
Q3 2021
Shares 1,032 Value ($000) $76 Avg Close — Range —
Q2 2021
Shares 1,032 Value ($000) $75 Avg Close — Range —
Q1 2021
Shares 1,032 Value ($000) $67 Avg Close — Range —
Q4 2020
Shares 1,032 Value ($000) $68 Avg Close — Range —