SOA Wealth Advisors, LLC. IWY Holdings History
SOA Wealth Advisors, LLC.'s iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 248,717.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $61.31 Mil. This investment constitutes 11.52% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.44% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 16 purchases of IWY, at an average price of $142.62, for a total of 345,341.00 shares. In addition, there have been 3 sales at an average price of $213.70 for 96,624.00 shares. Based on historical transaction data and IWY's current price of $251.11, SOA Wealth Advisors, LLC.'s estimated gain on his IWY holdings is $33.85 Mil, reflecting a 68.73% gain to date.
SOA Wealth Advisors, LLC. IWY ($251.11) Holding Chart
SOA Wealth Advisors, LLC. IWY ($251.11) 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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