ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 80,388 Value ($000) $7,788 Avg Close Range
Q3 2025
Shares 84,586 Value ($000) $8,111 Avg Close Range
Q2 2025
Shares 98,279 Value ($000) $8,941 Avg Close Range
Q1 2025
Shares 122,260 Value ($000) $10,182 Avg Close Range
Q4 2024
Shares 119,498 Value ($000) $10,866 Avg Close Range
Q3 2024
Shares 118,020 Value ($000) $10,850 Avg Close Range
Q2 2024
Shares 119,625 Value ($000) $10,540 Avg Close Range
Q1 2024
Shares 119,038 Value ($000) $10,862 Avg Close Range
Q4 2023
Shares 121,551 Value ($000) $9,629 Avg Close Range
Q3 2023
Shares 130,352 Value ($000) $9,417 Avg Close Range
Q2 2023
Shares 135,331 Value ($000) $10,150 Avg Close Range
Q1 2023
Shares 111,353 Value ($000) $7,963 Avg Close Range
Q4 2022
Shares 108,537 Value ($000) $7,413 Avg Close Range
Q3 2022
Shares 95,855 Value ($000) $6,040 Avg Close Range
Q2 2022
Shares 83,042 Value ($000) $5,292 Avg Close Range
Q1 2022
Shares 71,009 Value ($000) $5,486 Avg Close Range
Q4 2021
Shares 70,515 Value ($000) $6,006 Avg Close Range
Q3 2021
Shares 58,720 Value ($000) $4,650 Avg Close Range
Q2 2021
Shares 41,359 Value ($000) $3,347 Avg Close Range
Q1 2021
Shares 46,117 Value ($000) $3,614 Avg Close Range
Q4 2020
Shares 46,539 Value ($000) $3,675 Avg Close Range