ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 76,581 Value ($000) $9,203 Avg Close — Range —
Q3 2025
Shares 82,183 Value ($000) $9,766 Avg Close — Range —
Q2 2025
Shares 90,263 Value ($000) $9,865 Avg Close — Range —
Q1 2025
Shares 96,132 Value ($000) $10,052 Avg Close — Range —
Q4 2024
Shares 101,205 Value ($000) $11,661 Avg Close — Range —
Q3 2024
Shares 109,435 Value ($000) $12,799 Avg Close — Range —
Q2 2024
Shares 115,645 Value ($000) $12,335 Avg Close — Range —
Q1 2024
Shares 120,326 Value ($000) $13,298 Avg Close — Range —
Q4 2023
Shares 123,906 Value ($000) $13,413 Avg Close — Range —
Q3 2023
Shares 121,977 Value ($000) $11,506 Avg Close — Range —
Q2 2023
Shares 122,472 Value ($000) $12,204 Avg Close — Range —
Q1 2023
Shares 123,076 Value ($000) $11,901 Avg Close — Range —
Q4 2022
Shares 124,026 Value ($000) $11,738 Avg Close — Range —
Q3 2022
Shares 121,240 Value ($000) $10,571 Avg Close — Range —
Q2 2022
Shares 111,019 Value ($000) $10,259 Avg Close — Range —
Q1 2022
Shares 106,644 Value ($000) $11,505 Avg Close — Range —
Q4 2021
Shares 123,542 Value ($000) $14,147 Avg Close — Range —
Q3 2021
Shares 120,522 Value ($000) $13,160 Avg Close — Range —
Q2 2021
Shares 117,434 Value ($000) $13,268 Avg Close — Range —
Q1 2021
Shares 140,521 Value ($000) $15,251 Avg Close — Range —
Q4 2020
Shares 110,785 Value ($000) $10,181 Avg Close — Range —