ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 83,782 Value ($000) $1,353 Avg Close — Range —
Q3 2025
Shares 66,225 Value ($000) $1,186 Avg Close — Range —
Q2 2025
Shares 66,134 Value ($000) $1,045 Avg Close — Range —
Q1 2025
Shares 145,436 Value ($000) $1,114 Avg Close — Range —
Q4 2024
Shares 4,841 Value ($000) $1,070 Avg Close — Range —
Q3 2024
Shares 4,289 Value ($000) $947 Avg Close — Range —
Q2 2024
Shares 4,278 Value ($000) $868 Avg Close — Range —
Q1 2024
Shares 4,482 Value ($000) $943 Avg Close — Range —
Q4 2023
Shares 4,349 Value ($000) $873 Avg Close — Range —
Q3 2023
Shares 4,029 Value ($000) $712 Avg Close — Range —
Q2 2023
Shares 4,207 Value ($000) $788 Avg Close — Range —
Q1 2023
Shares 3,304 Value ($000) $590 Avg Close — Range —
Q4 2022
Shares 3,303 Value ($000) $576 Avg Close — Range —
Q3 2022
Shares 2,274 Value ($000) $375 Avg Close — Range —
Q2 2022
Shares 2,274 Value ($000) $385 Avg Close — Range —
Q1 2022
Shares 2,273 Value ($000) $466 Avg Close — Range —
Q4 2021
Shares 2,273 Value ($000) $506 Avg Close — Range —
Q3 2021
Shares 2,394 Value ($000) $523 Avg Close — Range —
Q2 2021
Shares 2,286 Value ($000) $524 Avg Close — Range —
Q1 2021
Shares 2,393 Value ($000) $528 Avg Close — Range —
Q4 2020
Shares 2,389 Value ($000) $542 Avg Close — Range —