ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 10,148 Value ($000) $3,926 Avg Close — Range —
Q3 2025
Shares 10,220 Value ($000) $3,873 Avg Close — Range —
Q2 2025
Shares 10,671 Value ($000) $3,745 Avg Close — Range —
Q1 2025
Shares 10,011 Value ($000) $3,180 Avg Close — Range —
Q4 2024
Shares 9,556 Value ($000) $3,194 Avg Close — Range —
Q3 2024
Shares 9,805 Value ($000) $3,203 Avg Close — Range —
Q2 2024
Shares 10,023 Value ($000) $3,094 Avg Close — Range —
Q1 2024
Shares 10,273 Value ($000) $3,083 Avg Close — Range —
Q4 2023
Shares 10,264 Value ($000) $2,810 Avg Close — Range —
Q3 2023
Shares 10,237 Value ($000) $2,509 Avg Close — Range —
Q2 2023
Shares 10,197 Value ($000) $2,595 Avg Close — Range —
Q1 2023
Shares 10,363 Value ($000) $2,439 Avg Close — Range —
Q4 2022
Shares 10,013 Value ($000) $2,210 Avg Close — Range —
Q3 2022
Shares 9,897 Value ($000) $2,049 Avg Close — Range —
Q2 2022
Shares 10,863 Value ($000) $2,361 Avg Close — Range —
Q1 2022
Shares 11,716 Value ($000) $3,074 Avg Close — Range —
Q4 2021
Shares 11,702 Value ($000) $3,247 Avg Close — Range —
Q3 2021
Shares 11,689 Value ($000) $2,979 Avg Close — Range —
Q2 2021
Shares 11,669 Value ($000) $2,986 Avg Close — Range —
Q1 2021
Shares 11,881 Value ($000) $2,819 Avg Close — Range —
Q4 2020
Shares 11,492 Value ($000) $2,569 Avg Close — Range —