ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 250,269 Value ($000) $69,310 Avg Close Range
Q3 2025
Shares 251,619 Value ($000) $68,855 Avg Close Range
Q2 2025
Shares 248,717 Value ($000) $61,311 Avg Close Range
Q1 2025
Shares 235,202 Value ($000) $49,613 Avg Close Range
Q4 2024
Shares 297,290 Value ($000) $69,944 Avg Close Range
Q3 2024
Shares 296,465 Value ($000) $65,237 Avg Close Range
Q2 2024
Shares 296,167 Value ($000) $63,534 Avg Close Range
Q1 2024
Shares 321,524 Value ($000) $62,729 Avg Close Range
Q4 2023
Shares 318,921 Value ($000) $55,881 Avg Close Range
Q3 2023
Shares 310,727 Value ($000) $47,799 Avg Close Range
Q2 2023
Shares 298,690 Value ($000) $47,360 Avg Close Range
Q1 2023
Shares 262,603 Value ($000) $36,483 Avg Close Range
Q4 2022
Shares 258,026 Value ($000) $31,100 Avg Close Range
Q3 2022
Shares 247,979 Value ($000) $29,631 Avg Close Range
Q2 2022
Shares 227,785 Value ($000) $28,527 Avg Close Range
Q1 2022
Shares 132,692 Value ($000) $21,080 Avg Close Range
Q4 2021
Shares 89,941 Value ($000) $15,675 Avg Close Range
Q3 2021
Shares 85,591 Value ($000) $13,067 Avg Close Range
Q2 2021
Shares 83,770 Value ($000) $12,615 Avg Close Range
Q1 2021
Shares 92,949 Value ($000) $12,505 Avg Close Range
Q4 2020
Shares 92,813 Value ($000) $12,841 Avg Close Range