Ishares Tr rus200 idx etf shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Ishares Tr rus200 idx etf
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Quarterly reported holdings in Ishares Tr rus200 idx etf by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 11k | 140.44 |
| 2024-06-30 | $1.3M | 9.8k | 133.95 |
| 2024-03-31 | $925k | 7.3k | 127.12 |
| 2023-12-31 | $705k | 6.1k | 115.08 |
| 2023-09-30 | $527k | 5.1k | 103.37 |
| 2023-06-30 | $426k | 4.0k | 106.64 |
| 2023-03-31 | $205k | 2.1k | 97.30 |
| 2022-12-31 | $175k | 1.9k | 89.97 |
| 2022-09-30 | $124k | 1.5k | 84.70 |
| 2022-06-30 | $131k | 1.5k | 89.48 |
| 2022-03-31 | $146k | 1.4k | 107.91 |
| 2021-12-31 | $172k | 1.5k | 114.44 |
| 2021-09-30 | $154k | 1.5k | 103.01 |
| 2021-06-30 | $153k | 1.5k | 102.34 |
| 2021-03-31 | $126k | 1.3k | 94.24 |
| 2020-12-31 | $125k | 1.3k | 93.49 |