ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 5,716 Value ($000) $1,212 Avg Close — Range —
Q3 2025
Shares 6,725 Value ($000) $1,389 Avg Close — Range —
Q2 2025
Shares 6,892 Value ($000) $1,347 Avg Close — Range —
Q1 2025
Shares 6,879 Value ($000) $1,311 Avg Close — Range —
Q4 2024
Shares 7,006 Value ($000) $1,337 Avg Close — Range —
Q3 2024
Shares 7,311 Value ($000) $1,441 Avg Close — Range —
Q2 2024
Shares 7,303 Value ($000) $1,329 Avg Close — Range —
Q1 2024
Shares 7,297 Value ($000) $1,363 Avg Close — Range —
Q4 2023
Shares 7,642 Value ($000) $1,329 Avg Close — Range —
Q3 2023
Shares 7,642 Value ($000) $1,176 Avg Close — Range —
Q2 2023
Shares 7,336 Value ($000) $1,182 Avg Close — Range —
Q1 2023
Shares 7,336 Value ($000) $1,113 Avg Close — Range —
Q4 2022
Shares 7,336 Value ($000) $1,064 Avg Close — Range —
Q3 2022
Shares 6,048 Value ($000) $777 Avg Close — Range —
Q2 2022
Shares 6,048 Value ($000) $831 Avg Close — Range —
Q1 2022
Shares 6,048 Value ($000) $941 Avg Close — Range —
Q4 2021
Shares 6,048 Value ($000) $947 Avg Close — Range —
Q3 2021
Shares 6,048 Value ($000) $879 Avg Close — Range —
Q2 2021
Shares 6,048 Value ($000) $892 Avg Close — Range —
Q1 2021
Shares 6,048 Value ($000) $854 Avg Close — Range —
Q4 2020
Shares 6,048 Value ($000) $805 Avg Close — Range —