ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 11,890 Value ($000) $1,565 Avg Close Range
Q3 2025
Shares 12,885 Value ($000) $1,671 Avg Close Range
Q2 2025
Shares 13,762 Value ($000) $1,701 Avg Close Range
Q1 2025
Shares 15,727 Value ($000) $1,883 Avg Close Range
Q4 2024
Shares 15,700 Value ($000) $1,962 Avg Close Range
Q3 2024
Shares 15,774 Value ($000) $1,950 Avg Close Range
Q2 2024
Shares 15,821 Value ($000) $1,795 Avg Close Range
Q1 2024
Shares 16,055 Value ($000) $1,899 Avg Close Range
Q4 2023
Shares 16,554 Value ($000) $1,888 Avg Close Range
Q3 2023
Shares 15,218 Value ($000) $1,536 Avg Close Range
Q2 2023
Shares 15,211 Value ($000) $1,630 Avg Close Range
Q1 2023
Shares 17,192 Value ($000) $1,767 Avg Close Range
Q4 2022
Shares 17,075 Value ($000) $1,721 Avg Close Range
Q3 2022
Shares 16,332 Value ($000) $1,469 Avg Close Range
Q2 2022
Shares 16,395 Value ($000) $1,547 Avg Close Range
Q1 2022
Shares 15,735 Value ($000) $1,725 Avg Close Range
Q4 2021
Shares 15,794 Value ($000) $1,747 Avg Close Range
Q3 2021
Shares 14,476 Value ($000) $1,491 Avg Close Range
Q2 2021
Shares 14,916 Value ($000) $1,571 Avg Close Range
Q1 2021
Shares 15,671 Value ($000) $1,597 Avg Close Range
Q4 2020
Shares 15,667 Value ($000) $1,479 Avg Close Range