ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 9,571 Value ($000) $2,013 Avg Close — Range —
Q3 2025
Shares 9,522 Value ($000) $1,939 Avg Close — Range —
Q2 2025
Shares 9,447 Value ($000) $1,835 Avg Close — Range —
Q1 2025
Shares 9,169 Value ($000) $1,725 Avg Close — Range —
Q4 2024
Shares 7,912 Value ($000) $1,465 Avg Close — Range —
Q3 2024
Shares 7,740 Value ($000) $1,469 Avg Close — Range —
Q2 2024
Shares 7,643 Value ($000) $1,333 Avg Close — Range —
Q1 2024
Shares 7,045 Value ($000) $1,262 Avg Close — Range —
Q4 2023
Shares 7,045 Value ($000) $1,164 Avg Close — Range —
Q3 2023
Shares 6,654 Value ($000) $1,010 Avg Close — Range —
Q2 2023
Shares 5,204 Value ($000) $821 Avg Close — Range —
Q1 2023
Shares 6,977 Value ($000) $1,062 Avg Close — Range —
Q4 2022
Shares 5,279 Value ($000) $800 Avg Close — Range —
Q3 2022
Shares 5,279 Value ($000) $718 Avg Close — Range —
Q2 2022
Shares 7,039 Value ($000) $1,020 Avg Close — Range —
Q1 2022
Shares 6,889 Value ($000) $1,143 Avg Close — Range —
Q4 2021
Shares 6,514 Value ($000) $1,094 Avg Close — Range —
Q3 2021
Shares 6,510 Value ($000) $1,019 Avg Close — Range —
Q2 2021
Shares 6,350 Value ($000) $1,007 Avg Close — Range —
Q1 2021
Shares 6,347 Value ($000) $962 Avg Close — Range —
Q4 2020
Shares 5,577 Value ($000) $762 Avg Close — Range —