ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 1,836 Value ($000) $686 Avg Close — Range —
Q3 2025
Shares 1,479 Value ($000) $541 Avg Close — Range —
Q2 2025
Shares 1,478 Value ($000) $502 Avg Close — Range —