ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 9,709 Value ($000) $1,329 Avg Close — Range —
Q3 2025
Shares 11,450 Value ($000) $1,631 Avg Close — Range —
Q2 2025
Shares 11,382 Value ($000) $1,578 Avg Close — Range —
Q1 2025
Shares 11,064 Value ($000) $1,300 Avg Close — Range —
Q4 2024
Shares 10,670 Value ($000) $1,352 Avg Close — Range —
Q3 2024
Shares 10,791 Value ($000) $1,266 Avg Close — Range —
Q2 2024
Shares 11,266 Value ($000) $1,243 Avg Close — Range —
Q1 2024
Shares 11,471 Value ($000) $1,309 Avg Close — Range —
Q4 2023
Shares 11,463 Value ($000) $1,197 Avg Close — Range —
Q3 2023
Shares 12,018 Value ($000) $1,098 Avg Close — Range —
Q2 2023
Shares 13,220 Value ($000) $1,277 Avg Close — Range —
Q1 2023
Shares 14,328 Value ($000) $1,305 Avg Close — Range —
Q4 2022
Shares 14,822 Value ($000) $1,239 Avg Close — Range —
Q3 2022
Shares 16,089 Value ($000) $1,262 Avg Close — Range —
Q2 2022
Shares 16,542 Value ($000) $1,310 Avg Close — Range —
Q1 2022
Shares 16,224 Value ($000) $1,630 Avg Close — Range —
Q4 2021
Shares 10,395 Value ($000) $1,198 Avg Close — Range —
Q3 2021
Shares 10,117 Value ($000) $1,134 Avg Close — Range —
Q2 2021
Shares 9,147 Value ($000) $1,035 Avg Close — Range —
Q1 2021
Shares 8,720 Value ($000) $890 Avg Close — Range —
Q4 2020
Shares 2,184 Value ($000) $224 Avg Close — Range —