ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 27,669 Value ($000) $2,605 Avg Close — Range —
Q3 2025
Shares 27,730 Value ($000) $2,638 Avg Close — Range —
Q2 2025
Shares 30,392 Value ($000) $2,853 Avg Close — Range —
Q1 2025
Shares 30,944 Value ($000) $2,898 Avg Close — Range —
Q4 2024
Shares 32,182 Value ($000) $2,857 Avg Close — Range —
Q3 2024
Shares 33,297 Value ($000) $3,040 Avg Close — Range —
Q2 2024
Shares 36,490 Value ($000) $3,064 Avg Close — Range —
Q1 2024
Shares 38,536 Value ($000) $3,221 Avg Close — Range —
Q4 2023
Shares 40,743 Value ($000) $3,179 Avg Close — Range —
Q3 2023
Shares 72,170 Value ($000) $5,224 Avg Close — Range —
Q2 2023
Shares 88,987 Value ($000) $6,614 Avg Close — Range —
Q1 2023
Shares 92,611 Value ($000) $6,737 Avg Close — Range —
Q4 2022
Shares 139,797 Value ($000) $10,079 Avg Close — Range —
Q3 2022
Shares 128,708 Value ($000) $8,508 Avg Close — Range —
Q2 2022
Shares 114,189 Value ($000) $8,017 Avg Close — Range —
Q1 2022
Shares 97,289 Value ($000) $7,547 Avg Close — Range —
Q4 2021
Shares 90,266 Value ($000) $7,303 Avg Close — Range —
Q3 2021
Shares 86,241 Value ($000) $6,339 Avg Close — Range —
Q2 2021
Shares 84,303 Value ($000) $6,206 Avg Close — Range —
Q1 2021
Shares 83,155 Value ($000) $5,754 Avg Close — Range —
Q4 2020
Shares 66,523 Value ($000) $4,516 Avg Close — Range —