SOA Wealth Advisors, LLC. IWP Holdings History
SOA Wealth Advisors, LLC.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 32,874.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $4.56 Mil. This investment constitutes 0.86% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.02% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 11 purchases of IWP, at an average price of $125.47, for a total of 32,912.00 shares. In addition, there have been 2 sales at an average price of $108.03 for 38.00 shares. Based on historical transaction data and IWP's current price of $140.91, SOA Wealth Advisors, LLC.'s estimated gain on his IWP holdings is $506,723.43, reflecting a 12.27% gain to date.
SOA Wealth Advisors, LLC. IWP ($140.91) Holding Chart
SOA Wealth Advisors, LLC. IWP ($140.91) 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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