ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 60,930 Value ($000) $6,929 Avg Close — Range —
Q3 2025
Shares 61,614 Value ($000) $6,814 Avg Close — Range —
Q2 2025
Shares 65,120 Value ($000) $6,479 Avg Close — Range —
Q1 2025
Shares 79,045 Value ($000) $7,705 Avg Close — Range —
Q4 2024
Shares 79,725 Value ($000) $8,659 Avg Close — Range —
Q3 2024
Shares 80,628 Value ($000) $8,680 Avg Close — Range —
Q2 2024
Shares 81,537 Value ($000) $7,931 Avg Close — Range —
Q1 2024
Shares 83,271 Value ($000) $8,557 Avg Close — Range —
Q4 2023
Shares 89,327 Value ($000) $9,207 Avg Close — Range —
Q3 2023
Shares 90,312 Value ($000) $8,058 Avg Close — Range —
Q2 2023
Shares 93,513 Value ($000) $8,892 Avg Close — Range —
Q1 2023
Shares 99,451 Value ($000) $9,308 Avg Close — Range —
Q4 2022
Shares 100,324 Value ($000) $9,161 Avg Close — Range —
Q3 2022
Shares 100,524 Value ($000) $8,288 Avg Close — Range —
Q2 2022
Shares 103,485 Value ($000) $9,213 Avg Close — Range —
Q1 2022
Shares 107,278 Value ($000) $10,984 Avg Close — Range —
Q4 2021
Shares 160,398 Value ($000) $16,760 Avg Close — Range —
Q3 2021
Shares 157,706 Value ($000) $15,876 Avg Close — Range —
Q2 2021
Shares 156,044 Value ($000) $16,452 Avg Close — Range —
Q1 2021
Shares 156,720 Value ($000) $15,788 Avg Close — Range —
Q4 2020
Shares 149,499 Value ($000) $12,156 Avg Close — Range —