ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 2,718 Value ($000) $130 Avg Close Range
Q3 2025
Shares 2,678 Value ($000) $127 Avg Close Range
Q2 2025
Shares 2,659 Value ($000) $122 Avg Close Range
Q1 2025
Shares 3,230 Value ($000) $142 Avg Close Range
Q4 2024
Shares 3,230 Value ($000) $140 Avg Close Range
Q3 2024
Shares 3,188 Value ($000) $144 Avg Close Range
Q2 2024
Shares 3,479 Value ($000) $150 Avg Close Range
Q1 2024
Shares 3,466 Value ($000) $148 Avg Close Range
Q4 2023
Shares 6,671 Value ($000) $277 Avg Close Range
Q3 2023
Shares 7,037 Value ($000) $274 Avg Close Range
Q2 2023
Shares 6,993 Value ($000) $283 Avg Close Range
Q1 2023
Shares 6,981 Value ($000) $278 Avg Close Range
Q4 2022
Shares 6,791 Value ($000) $258 Avg Close Range
Q3 2022
Shares 6,780 Value ($000) $248 Avg Close Range
Q2 2022
Shares 7,200 Value ($000) $280 Avg Close Range
Q1 2022
Shares 6,515 Value ($000) $279 Avg Close Range
Q4 2021
Shares 6,501 Value ($000) $296 Avg Close Range
Q3 2021
Shares 6,495 Value ($000) $290 Avg Close Range
Q2 2021
Shares 6,485 Value ($000) $292 Avg Close Range
Q1 2021
Shares 6,725 Value ($000) $292 Avg Close Range
Q4 2020
Shares 7,139 Value ($000) $313 Avg Close Range