ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 7,454 Value ($000) $1,488 Avg Close — Range —
Q3 2025
Shares 7,528 Value ($000) $1,474 Avg Close — Range —
Q2 2025
Shares 7,625 Value ($000) $1,321 Avg Close — Range —
Q1 2025
Shares 3,633 Value ($000) $510 Avg Close — Range —
Q4 2024
Shares 3,537 Value ($000) $564 Avg Close — Range —
Q3 2024
Shares 3,537 Value ($000) $536 Avg Close — Range —
Q2 2024
Shares 3,537 Value ($000) $532 Avg Close — Range —