ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 43,897 Value ($000) $6,196 Avg Close Range
Q3 2025
Shares 46,349 Value ($000) $6,558 Avg Close Range
Q2 2025
Shares 49,788 Value ($000) $6,624 Avg Close Range
Q1 2025
Shares 57,023 Value ($000) $7,099 Avg Close Range
Q4 2024
Shares 57,407 Value ($000) $7,771 Avg Close Range
Q3 2024
Shares 58,464 Value ($000) $8,155 Avg Close Range
Q2 2024
Shares 59,797 Value ($000) $7,680 Avg Close Range
Q1 2024
Shares 63,084 Value ($000) $8,247 Avg Close Range
Q4 2023
Shares 65,430 Value ($000) $8,188 Avg Close Range
Q3 2023
Shares 69,301 Value ($000) $7,601 Avg Close Range
Q2 2023
Shares 73,752 Value ($000) $8,476 Avg Close Range
Q1 2023
Shares 76,217 Value ($000) $8,379 Avg Close Range
Q4 2022
Shares 77,046 Value ($000) $8,326 Avg Close Range
Q3 2022
Shares 73,149 Value ($000) $7,437 Avg Close Range
Q2 2022
Shares 68,311 Value ($000) $7,194 Avg Close Range
Q1 2022
Shares 58,742 Value ($000) $7,348 Avg Close Range
Q4 2021
Shares 58,359 Value ($000) $8,105 Avg Close Range
Q3 2021
Shares 47,638 Value ($000) $6,194 Avg Close Range
Q2 2021
Shares 39,743 Value ($000) $5,271 Avg Close Range
Q1 2021
Shares 47,671 Value ($000) $6,112 Avg Close Range
Q4 2020
Shares 48,823 Value ($000) $6,486 Avg Close Range