ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 29,397 Value ($000) $2,830 Avg Close Range
Q3 2025
Shares 26,613 Value ($000) $2,569 Avg Close Range
Q2 2025
Shares 25,986 Value ($000) $2,390 Avg Close Range
Q1 2025
Shares 28,299 Value ($000) $2,407 Avg Close Range
Q4 2024
Shares 28,381 Value ($000) $2,509 Avg Close Range
Q3 2024
Shares 26,929 Value ($000) $2,374 Avg Close Range
Q2 2024
Shares 27,148 Value ($000) $2,201 Avg Close Range
Q1 2024
Shares 29,368 Value ($000) $2,470 Avg Close Range
Q4 2023
Shares 29,180 Value ($000) $2,268 Avg Close Range
Q3 2023
Shares 28,451 Value ($000) $1,970 Avg Close Range
Q2 2023
Shares 29,499 Value ($000) $2,154 Avg Close Range
Q1 2023
Shares 23,518 Value ($000) $1,644 Avg Close Range
Q4 2022
Shares 23,488 Value ($000) $1,584 Avg Close Range
Q3 2022
Shares 21,998 Value ($000) $1,367 Avg Close Range
Q2 2022
Shares 19,937 Value ($000) $1,289 Avg Close Range
Q1 2022
Shares 6,116 Value ($000) $477 Avg Close Range
Q4 2021
Shares 6,039 Value ($000) $501 Avg Close Range
Q3 2021
Shares 5,634 Value ($000) $440 Avg Close Range
Q2 2021
Shares 4,329 Value ($000) $343 Avg Close Range
Q1 2021
Shares 3,090 Value ($000) $228 Avg Close Range
Q4 2020
Shares 2,909 Value ($000) $213 Avg Close Range