ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 401 Value ($000) $73 Avg Close Range
Q3 2025
Shares 399 Value ($000) $71 Avg Close Range
Q2 2025
Shares 506 Value ($000) $80 Avg Close Range
Q1 2025
Shares 395 Value ($000) $60 Avg Close Range
Q4 2024
Shares 394 Value ($000) $65 Avg Close Range
Q3 2024
Shares 580 Value ($000) $97 Avg Close Range
Q2 2024
Shares 683 Value ($000) $104 Avg Close Range
Q1 2024
Shares 680 Value ($000) $108 Avg Close Range
Q4 2023
Shares 678 Value ($000) $105 Avg Close Range
Q3 2023
Shares 669 Value ($000) $91 Avg Close Range
Q2 2023
Shares 669 Value ($000) $94 Avg Close Range
Q1 2023
Shares 1,266 Value ($000) $173 Avg Close Range
Q4 2022
Shares 1,263 Value ($000) $175 Avg Close Range
Q3 2022
Shares 1,253 Value ($000) $161 Avg Close Range
Q2 2022
Shares 1,253 Value ($000) $170 Avg Close Range
Q1 2022
Shares 1,250 Value ($000) $201 Avg Close Range
Q4 2021
Shares 1,248 Value ($000) $207 Avg Close Range
Q3 2021
Shares 1,241 Value ($000) $199 Avg Close Range
Q2 2021
Shares 1,579 Value ($000) $261 Avg Close Range
Q1 2021
Shares 1,278 Value ($000) $203 Avg Close Range
Q4 2020
Shares 674 Value ($000) $102 Avg Close Range