ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 11,759 Value ($000) $1,449 Avg Close — Range —
Q3 2025
Shares 17,059 Value ($000) $2,059 Avg Close — Range —
Q2 2025
Shares 18,003 Value ($000) $1,982 Avg Close — Range —
Q1 2025
Shares 7,431 Value ($000) $690 Avg Close — Range —
Q4 2024
Shares 5,791 Value ($000) $588 Avg Close — Range —
Q3 2024
Shares 5,785 Value ($000) $554 Avg Close — Range —
Q2 2024
Shares 5,779 Value ($000) $535 Avg Close — Range —
Q1 2024
Shares 5,775 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 5,771 Value ($000) $433 Avg Close — Range —
Q3 2023
Shares 5,745 Value ($000) $393 Avg Close — Range —
Q2 2023
Shares 5,745 Value ($000) $405 Avg Close — Range —
Q1 2023
Shares 5,280 Value ($000) $337 Avg Close — Range —
Q4 2022
Shares 5,267 Value ($000) $308 Avg Close — Range —
Q3 2022
Shares 5,117 Value ($000) $296 Avg Close — Range —
Q2 2022
Shares 5,116 Value ($000) $309 Avg Close — Range —
Q1 2022
Shares 5,109 Value ($000) $390 Avg Close — Range —
Q4 2021
Shares 5,102 Value ($000) $427 Avg Close — Range —
Q3 2021
Shares 9,755 Value ($000) $721 Avg Close — Range —
Q2 2021
Shares 9,755 Value ($000) $709 Avg Close — Range —
Q1 2021
Shares 9,744 Value ($000) $634 Avg Close — Range —
Q4 2020
Shares 9,744 Value ($000) $622 Avg Close — Range —