ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 29,612 Value ($000) $20,282 Avg Close — Range —
Q3 2025
Shares 28,886 Value ($000) $19,334 Avg Close — Range —
Q2 2025
Shares 29,547 Value ($000) $18,346 Avg Close — Range —
Q1 2025
Shares 22,920 Value ($000) $12,879 Avg Close — Range —
Q4 2024
Shares 17,157 Value ($000) $10,100 Avg Close — Range —
Q3 2024
Shares 17,408 Value ($000) $10,041 Avg Close — Range —
Q2 2024
Shares 15,457 Value ($000) $8,458 Avg Close — Range —
Q1 2024
Shares 15,773 Value ($000) $8,292 Avg Close — Range —
Q4 2023
Shares 15,048 Value ($000) $7,187 Avg Close — Range —
Q3 2023
Shares 15,233 Value ($000) $6,542 Avg Close — Range —
Q2 2023
Shares 13,943 Value ($000) $6,215 Avg Close — Range —
Q1 2023
Shares 14,717 Value ($000) $6,050 Avg Close — Range —
Q4 2022
Shares 13,321 Value ($000) $5,118 Avg Close — Range —
Q3 2022
Shares 13,611 Value ($000) $4,882 Avg Close — Range —
Q2 2022
Shares 13,834 Value ($000) $5,245 Avg Close — Range —
Q1 2022
Shares 12,671 Value ($000) $5,749 Avg Close — Range —
Q4 2021
Shares 12,139 Value ($000) $5,790 Avg Close — Range —
Q3 2021
Shares 12,123 Value ($000) $5,223 Avg Close — Range —
Q2 2021
Shares 12,482 Value ($000) $5,366 Avg Close — Range —
Q1 2021
Shares 17,547 Value ($000) $6,980 Avg Close — Range —
Q4 2020
Shares 12,891 Value ($000) $4,839 Avg Close — Range —