SOA Wealth Advisors, LLC. IJK Holdings History
SOA Wealth Advisors, LLC.'s iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 98,279.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $8.94 Mil. This investment constitutes 1.68% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.1% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 12 purchases of IJK, at an average price of $72.13, for a total of 145,338.00 shares. In addition, there have been 7 sales at an average price of $81.62 for 47,059.00 shares. Based on historical transaction data and IJK's current price of $92.80, SOA Wealth Advisors, LLC.'s estimated gain on his IJK holdings is $2.48 Mil, reflecting a 23.64% gain to date.
SOA Wealth Advisors, LLC. IJK ($92.80) Holding Chart
SOA Wealth Advisors, LLC. IJK ($92.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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