ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,241 Value ($000) $552 Avg Close — Range —
Q3 2025
Shares 2,081 Value ($000) $504 Avg Close — Range —
Q2 2025
Shares 2,196 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 2,715 Value ($000) $542 Avg Close — Range —
Q4 2024
Shares 2,383 Value ($000) $526 Avg Close — Range —
Q3 2024
Shares 2,454 Value ($000) $542 Avg Close — Range —
Q2 2024
Shares 1,626 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 1,434 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 1,417 Value ($000) $284 Avg Close — Range —
Q3 2023
Shares 1,412 Value ($000) $250 Avg Close — Range —
Q4 2022
Shares 1,155 Value ($000) $201 Avg Close — Range —
Q1 2021
Shares 5,105 Value ($000) $1,128 Avg Close — Range —