ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 3,866 Value ($000) $470 Avg Close — Range —
Q3 2025
Shares 3,891 Value ($000) $477 Avg Close — Range —
Q2 2025
Shares 6,591 Value ($000) $772 Avg Close — Range —
Q1 2025
Shares 6,591 Value ($000) $798 Avg Close — Range —
Q4 2024
Shares 6,435 Value ($000) $722 Avg Close — Range —
Q3 2024
Shares 6,435 Value ($000) $757 Avg Close — Range —
Q2 2024
Shares 6,434 Value ($000) $699 Avg Close — Range —
Q1 2024
Shares 9,101 Value ($000) $1,003 Avg Close — Range —
Q4 2023
Shares 9,101 Value ($000) $928 Avg Close — Range —
Q3 2023
Shares 9,623 Value ($000) $952 Avg Close — Range —
Q2 2023
Shares 9,623 Value ($000) $970 Avg Close — Range —
Q1 2023
Shares 6,923 Value ($000) $704 Avg Close — Range —
Q4 2022
Shares 6,944 Value ($000) $724 Avg Close — Range —
Q3 2022
Shares 6,944 Value ($000) $634 Avg Close — Range —
Q2 2022
Shares 6,944 Value ($000) $697 Avg Close — Range —
Q1 2022
Shares 6,923 Value ($000) $740 Avg Close — Range —
Q4 2021
Shares 7,038 Value ($000) $711 Avg Close — Range —
Q3 2021
Shares 7,038 Value ($000) $663 Avg Close — Range —
Q2 2021
Shares 7,300 Value ($000) $705 Avg Close — Range —
Q1 2021
Shares 7,300 Value ($000) $693 Avg Close — Range —
Q4 2020
Shares 7,300 Value ($000) $640 Avg Close — Range —