ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 4,524 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 3,935 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 3,934 Value ($000) $362 Avg Close — Range —
Q1 2025
Shares 3,749 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 3,749 Value ($000) $331 Avg Close — Range —
Q3 2024
Shares 3,749 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 3,749 Value ($000) $304 Avg Close — Range —
Q1 2024
Shares 3,639 Value ($000) $306 Avg Close — Range —
Q4 2023
Shares 3,769 Value ($000) $293 Avg Close — Range —
Q3 2023
Shares 3,769 Value ($000) $261 Avg Close — Range —