ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 16,004 Value ($000) $1,241 Avg Close — Range —
Q3 2025
Shares 15,783 Value ($000) $1,211 Avg Close — Range —
Q2 2025
Shares 16,073 Value ($000) $1,168 Avg Close — Range —
Q1 2025
Shares 17,039 Value ($000) $1,083 Avg Close — Range —
Q4 2024
Shares 15,530 Value ($000) $943 Avg Close — Range —
Q3 2024
Shares 15,324 Value ($000) $1,037 Avg Close — Range —
Q2 2024
Shares 15,472 Value ($000) $954 Avg Close — Range —
Q1 2024
Shares 14,449 Value ($000) $915 Avg Close — Range —
Q4 2023
Shares 14,888 Value ($000) $922 Avg Close — Range —
Q3 2023
Shares 15,409 Value ($000) $870 Avg Close — Range —
Q2 2023
Shares 15,644 Value ($000) $923 Avg Close — Range —
Q1 2023
Shares 15,734 Value ($000) $936 Avg Close — Range —
Q4 2022
Shares 15,734 Value ($000) $889 Avg Close — Range —
Q3 2022
Shares 16,344 Value ($000) $797 Avg Close — Range —
Q2 2022
Shares 16,994 Value ($000) $928 Avg Close — Range —
Q1 2022
Shares 18,048 Value ($000) $1,197 Avg Close — Range —
Q4 2021
Shares 41,860 Value ($000) $3,060 Avg Close — Range —
Q3 2021
Shares 42,222 Value ($000) $3,142 Avg Close — Range —
Q2 2021
Shares 42,132 Value ($000) $3,124 Avg Close — Range —
Q1 2021
Shares 41,479 Value ($000) $2,980 Avg Close — Range —
Q4 2020
Shares 41,867 Value ($000) $2,862 Avg Close — Range —