ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,957 Value ($000) $558 Avg Close — Range —
Q3 2025
Shares 4,717 Value ($000) $659 Avg Close — Range —
Q2 2025
Shares 4,713 Value ($000) $623 Avg Close — Range —
Q1 2025
Shares 4,574 Value ($000) $576 Avg Close — Range —
Q4 2024
Shares 3,253 Value ($000) $421 Avg Close — Range —
Q3 2024
Shares 1,579 Value ($000) $209 Avg Close — Range —