ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 689 Value ($000) $45 Avg Close Range
Q3 2025
Shares 684 Value ($000) $44 Avg Close Range
Q2 2025
Shares 681 Value ($000) $42 Avg Close Range
Q1 2025
Shares 680 Value ($000) $39 Avg Close Range
Q4 2024
Shares 680 Value ($000) $39 Avg Close Range
Q3 2024
Shares 675 Value ($000) $40 Avg Close Range
Q2 2024
Shares 1,097 Value ($000) $62 Avg Close Range
Q1 2024
Shares 1,113 Value ($000) $62 Avg Close Range
Q4 2023
Shares 1,124 Value ($000) $60 Avg Close Range
Q3 2023
Shares 1,120 Value ($000) $55 Avg Close Range
Q2 2023
Shares 1,115 Value ($000) $57 Avg Close Range
Q1 2023
Shares 1,247 Value ($000) $62 Avg Close Range
Q4 2022
Shares 1,242 Value ($000) $59 Avg Close Range
Q3 2022
Shares 1,316 Value ($000) $58 Avg Close Range
Q2 2022
Shares 1,310 Value ($000) $62 Avg Close Range
Q1 2022
Shares 1,596 Value ($000) $86 Avg Close Range
Q4 2021
Shares 1,557 Value ($000) $89 Avg Close Range
Q3 2021
Shares 1,554 Value ($000) $86 Avg Close Range
Q2 2021
Shares 1,548 Value ($000) $86 Avg Close Range
Q1 2021
Shares 1,671 Value ($000) $89 Avg Close Range
Q4 2020
Shares 2,325 Value ($000) $124 Avg Close Range