ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 26,320 Value ($000) $3,163 Avg Close Range
Q3 2025
Shares 27,460 Value ($000) $3,263 Avg Close Range
Q2 2025
Shares 28,900 Value ($000) $3,158 Avg Close Range
Q1 2025
Shares 30,411 Value ($000) $3,180 Avg Close Range
Q4 2024
Shares 30,618 Value ($000) $3,528 Avg Close Range
Q3 2024
Shares 31,384 Value ($000) $3,671 Avg Close Range
Q2 2024
Shares 31,510 Value ($000) $3,361 Avg Close Range
Q1 2024
Shares 36,268 Value ($000) $4,008 Avg Close Range
Q4 2023
Shares 37,162 Value ($000) $4,023 Avg Close Range
Q3 2023
Shares 41,603 Value ($000) $3,924 Avg Close Range
Q2 2023
Shares 43,218 Value ($000) $4,307 Avg Close Range
Q1 2023
Shares 60,314 Value ($000) $5,832 Avg Close Range
Q4 2022
Shares 60,437 Value ($000) $5,720 Avg Close Range
Q3 2022
Shares 59,522 Value ($000) $5,189 Avg Close Range
Q2 2022
Shares 59,685 Value ($000) $5,515 Avg Close Range
Q1 2022
Shares 61,452 Value ($000) $6,629 Avg Close Range
Q4 2021
Shares 60,365 Value ($000) $6,920 Avg Close Range
Q3 2021
Shares 60,553 Value ($000) $6,611 Avg Close Range
Q2 2021
Shares 59,944 Value ($000) $6,772 Avg Close Range
Q1 2021
Shares 63,038 Value ($000) $6,841 Avg Close Range
Q4 2020
Shares 65,658 Value ($000) $6,971 Avg Close Range