Ishares Tr shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 3.4k | 75.74 |
| 2025-06-30 | $250k | 3.4k | 74.44 |
| 2025-03-31 | $226k | 3.4k | 67.35 |
| 2024-12-31 | $217k | 3.4k | 64.63 |
| 2024-09-30 | $222k | 3.1k | 72.04 |
| 2024-06-30 | $207k | 3.1k | 67.43 |
| 2024-03-31 | $209k | 3.1k | 68.13 |
| 2023-12-31 | $196k | 3.1k | 63.88 |
| 2023-09-30 | $166k | 2.9k | 57.09 |
| 2023-06-30 | $177k | 2.9k | 60.91 |
| 2023-03-31 | $173k | 2.9k | 59.59 |
| 2022-12-31 | $131k | 2.4k | 54.27 |
| 2022-09-30 | $32k | 687 | 46.58 |
| 2022-06-30 | $25k | 484 | 51.65 |