ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 136,716 Value ($000) $20,328 Avg Close — Range —
Q3 2025
Shares 133,716 Value ($000) $19,476 Avg Close — Range —
Q2 2025
Shares 134,039 Value ($000) $18,101 Avg Close — Range —
Q1 2025
Shares 147,281 Value ($000) $17,970 Avg Close — Range —
Q4 2024
Shares 147,744 Value ($000) $19,003 Avg Close — Range —
Q3 2024
Shares 150,428 Value ($000) $18,897 Avg Close — Range —
Q2 2024
Shares 145,374 Value ($000) $17,267 Avg Close — Range —
Q1 2024
Shares 134,857 Value ($000) $15,549 Avg Close — Range —
Q4 2023
Shares 127,922 Value ($000) $13,461 Avg Close — Range —
Q3 2023
Shares 111,876 Value ($000) $10,538 Avg Close — Range —
Q2 2023
Shares 111,232 Value ($000) $10,883 Avg Close — Range —
Q1 2023
Shares 105,882 Value ($000) $9,588 Avg Close — Range —
Q4 2022
Shares 104,436 Value ($000) $8,856 Avg Close — Range —
Q3 2022
Shares 108,170 Value ($000) $8,604 Avg Close — Range —
Q2 2022
Shares 100,012 Value ($000) $8,379 Avg Close — Range —
Q1 2022
Shares 84,399 Value ($000) $8,519 Avg Close — Range —
Q4 2021
Shares 105,404 Value ($000) $11,276 Avg Close — Range —
Q3 2021
Shares 96,459 Value ($000) $9,490 Avg Close — Range —
Q2 2021
Shares 89,442 Value ($000) $8,833 Avg Close — Range —
Q1 2021
Shares 72,168 Value ($000) $6,611 Avg Close — Range —
Q4 2020
Shares 69,951 Value ($000) $6,031 Avg Close — Range —