ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 2,986 Value ($000) $541 Avg Close — Range —
Q3 2025
Shares 3,569 Value ($000) $631 Avg Close — Range —
Q2 2025
Shares 3,565 Value ($000) $562 Avg Close — Range —
Q1 2025
Shares 6,149 Value ($000) $928 Avg Close — Range —
Q4 2024
Shares 5,148 Value ($000) $845 Avg Close — Range —
Q3 2024
Shares 5,148 Value ($000) $859 Avg Close — Range —
Q2 2024
Shares 5,148 Value ($000) $784 Avg Close — Range —
Q1 2024
Shares 5,148 Value ($000) $818 Avg Close — Range —
Q4 2023
Shares 5,091 Value ($000) $791 Avg Close — Range —
Q3 2023
Shares 5,091 Value ($000) $690 Avg Close — Range —
Q2 2023
Shares 5,091 Value ($000) $717 Avg Close — Range —
Q1 2023
Shares 5,091 Value ($000) $698 Avg Close — Range —
Q4 2022
Shares 5,793 Value ($000) $803 Avg Close — Range —
Q3 2022
Shares 5,496 Value ($000) $709 Avg Close — Range —
Q2 2022
Shares 5,496 Value ($000) $748 Avg Close — Range —
Q1 2022
Shares 5,503 Value ($000) $888 Avg Close — Range —
Q4 2021
Shares 16,602 Value ($000) $2,757 Avg Close — Range —
Q3 2021
Shares 16,629 Value ($000) $2,664 Avg Close — Range —
Q2 2021
Shares 16,622 Value ($000) $2,755 Avg Close — Range —
Q1 2021
Shares 16,618 Value ($000) $2,650 Avg Close — Range —
Q4 2020
Shares 16,614 Value ($000) $2,189 Avg Close — Range —