ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 17,538 Value ($000) $2,475 Avg Close — Range —
Q3 2025
Shares 17,738 Value ($000) $2,521 Avg Close — Range —
Q2 2025
Shares 18,282 Value ($000) $2,428 Avg Close — Range —
Q1 2025
Shares 18,701 Value ($000) $2,511 Avg Close — Range —
Q4 2024
Shares 15,797 Value ($000) $2,074 Avg Close — Range —
Q3 2024
Shares 15,774 Value ($000) $2,131 Avg Close — Range —
Q2 2024
Shares 15,628 Value ($000) $1,891 Avg Close — Range —
Q1 2024
Shares 9,341 Value ($000) $1,151 Avg Close — Range —
Q4 2023
Shares 9,685 Value ($000) $1,135 Avg Close — Range —
Q3 2023
Shares 9,649 Value ($000) $1,039 Avg Close — Range —
Q2 2023
Shares 10,364 Value ($000) $1,174 Avg Close — Range —
Q1 2023
Shares 10,448 Value ($000) $1,224 Avg Close — Range —
Q4 2022
Shares 9,940 Value ($000) $1,199 Avg Close — Range —
Q3 2022
Shares 9,361 Value ($000) $1,004 Avg Close — Range —
Q2 2022
Shares 9,590 Value ($000) $1,129 Avg Close — Range —
Q1 2022
Shares 9,239 Value ($000) $1,184 Avg Close — Range —
Q4 2021
Shares 15,533 Value ($000) $1,904 Avg Close — Range —
Q3 2021
Shares 15,957 Value ($000) $1,831 Avg Close — Range —
Q2 2021
Shares 16,357 Value ($000) $1,908 Avg Close — Range —
Q1 2021
Shares 16,357 Value ($000) $1,866 Avg Close — Range —
Q4 2020
Shares 15,528 Value ($000) $1,493 Avg Close — Range —