ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 926 Value ($000) $299 Avg Close — Range —
Q3 2025
Shares 1,327 Value ($000) $425 Avg Close — Range —
Q2 2025
Shares 1,326 Value ($000) $379 Avg Close — Range —
Q1 2025
Shares 1,279 Value ($000) $327 Avg Close — Range —