ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 14,306 Value ($000) $3,009 Avg Close — Range —
Q3 2025
Shares 14,860 Value ($000) $3,025 Avg Close — Range —
Q2 2025
Shares 15,868 Value ($000) $3,082 Avg Close — Range —
Q1 2025
Shares 16,445 Value ($000) $3,094 Avg Close — Range —
Q4 2024
Shares 16,505 Value ($000) $3,056 Avg Close — Range —
Q3 2024
Shares 17,301 Value ($000) $3,284 Avg Close — Range —
Q2 2024
Shares 17,527 Value ($000) $3,058 Avg Close — Range —
Q1 2024
Shares 18,172 Value ($000) $3,255 Avg Close — Range —
Q4 2023
Shares 18,174 Value ($000) $3,003 Avg Close — Range —
Q3 2023
Shares 18,179 Value ($000) $2,760 Avg Close — Range —
Q2 2023
Shares 18,586 Value ($000) $2,933 Avg Close — Range —
Q1 2023
Shares 19,679 Value ($000) $2,996 Avg Close — Range —
Q4 2022
Shares 19,666 Value ($000) $2,982 Avg Close — Range —
Q3 2022
Shares 19,527 Value ($000) $2,655 Avg Close — Range —
Q2 2022
Shares 19,341 Value ($000) $2,804 Avg Close — Range —
Q1 2022
Shares 19,397 Value ($000) $3,219 Avg Close — Range —
Q4 2021
Shares 19,060 Value ($000) $3,201 Avg Close — Range —
Q3 2021
Shares 19,405 Value ($000) $3,037 Avg Close — Range —
Q2 2021
Shares 19,311 Value ($000) $3,063 Avg Close — Range —
Q1 2021
Shares 20,562 Value ($000) $3,116 Avg Close — Range —
Q4 2020
Shares 20,334 Value ($000) $2,922 Avg Close — Range —