ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 607,500 Value ($000) $40,095 Avg Close — Range —
Q3 2025
Shares 607,434 Value ($000) $39,641 Avg Close — Range —
Q2 2025
Shares 627,190 Value ($000) $38,898 Avg Close — Range —
Q1 2025
Shares 626,309 Value ($000) $36,545 Avg Close — Range —
Q4 2024
Shares 621,042 Value ($000) $38,697 Avg Close — Range —
Q3 2024
Shares 635,374 Value ($000) $39,597 Avg Close — Range —
Q2 2024
Shares 780,763 Value ($000) $45,690 Avg Close — Range —
Q1 2024
Shares 761,309 Value ($000) $46,242 Avg Close — Range —
Q4 2023
Shares 97,760 Value ($000) $27,094 Avg Close — Range —
Q3 2023
Shares 104,821 Value ($000) $26,137 Avg Close — Range —
Q2 2023
Shares 104,220 Value ($000) $27,251 Avg Close — Range —
Q1 2023
Shares 103,124 Value ($000) $25,798 Avg Close — Range —
Q4 2022
Shares 101,038 Value ($000) $24,440 Avg Close — Range —
Q3 2022
Shares 95,672 Value ($000) $20,977 Avg Close — Range —
Q2 2022
Shares 89,847 Value ($000) $20,326 Avg Close — Range —
Q1 2022
Shares 86,145 Value ($000) $23,116 Avg Close — Range —
Q4 2021
Shares 84,006 Value ($000) $23,780 Avg Close — Range —
Q3 2021
Shares 76,854 Value ($000) $20,218 Avg Close — Range —
Q2 2021
Shares 72,943 Value ($000) $19,602 Avg Close — Range —
Q1 2021
Shares 68,087 Value ($000) $17,722 Avg Close — Range —
Q4 2020
Shares 66,011 Value ($000) $15,171 Avg Close — Range —