ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 463,270 Value ($000) $92,015 Avg Close — Range —
Q3 2025
Shares 440,423 Value ($000) $85,662 Avg Close — Range —
Q2 2025
Shares 454,704 Value ($000) $83,129 Avg Close — Range —
Q1 2025
Shares 494,576 Value ($000) $84,518 Avg Close — Range —
Q4 2024
Shares 465,488 Value ($000) $82,894 Avg Close — Range —
Q3 2024
Shares 395,226 Value ($000) $70,864 Avg Close — Range —
Q2 2024
Shares 377,443 Value ($000) $64,452 Avg Close — Range —
Q1 2024
Shares 346,285 Value ($000) $56,912 Avg Close — Range —
Q4 2023
Shares 191,246 Value ($000) $28,140 Avg Close — Range —
Q3 2023
Shares 166,872 Value ($000) $21,992 Avg Close — Range —
Q2 2023
Shares 155,618 Value ($000) $20,988 Avg Close — Range —
Q1 2023
Shares 148,213 Value ($000) $18,388 Avg Close — Range —
Q4 2022
Shares 144,985 Value ($000) $16,522 Avg Close — Range —
Q3 2022
Shares 146,329 Value ($000) $15,209 Avg Close — Range —
Q2 2022
Shares 139,239 Value ($000) $15,557 Avg Close — Range —
Q1 2022
Shares 137,693 Value ($000) $18,538 Avg Close — Range —
Q4 2021
Shares 139,143 Value ($000) $20,254 Avg Close — Range —
Q3 2021
Shares 134,180 Value ($000) $17,676 Avg Close — Range —
Q2 2021
Shares 131,898 Value ($000) $17,525 Avg Close — Range —
Q1 2021
Shares 126,461 Value ($000) $15,400 Avg Close — Range —
Q4 2020
Shares 113,777 Value ($000) $13,222 Avg Close — Range —