ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 25,046 Value ($000) $6,269 Avg Close — Range —
Q3 2025
Shares 21,210 Value ($000) $5,439 Avg Close — Range —
Q2 2025
Shares 22,260 Value ($000) $5,349 Avg Close — Range —
Q1 2025
Shares 21,701 Value ($000) $4,386 Avg Close — Range —
Q4 2024
Shares 22,174 Value ($000) $4,588 Avg Close — Range —
Q3 2024
Shares 23,685 Value ($000) $4,802 Avg Close — Range —
Q2 2024
Shares 24,510 Value ($000) $4,776 Avg Close — Range —
Q1 2024
Shares 25,388 Value ($000) $4,756 Avg Close — Range —
Q4 2023
Shares 26,100 Value ($000) $4,095 Avg Close — Range —
Q3 2023
Shares 43,420 Value ($000) $6,066 Avg Close — Range —
Q2 2023
Shares 63,400 Value ($000) $9,145 Avg Close — Range —
Q1 2023
Shares 77,483 Value ($000) $10,773 Avg Close — Range —
Q4 2022
Shares 82,918 Value ($000) $12,100 Avg Close — Range —
Q3 2022
Shares 90,087 Value ($000) $11,817 Avg Close — Range —
Q2 2022
Shares 99,517 Value ($000) $13,571 Avg Close — Range —
Q1 2022
Shares 97,151 Value ($000) $16,348 Avg Close — Range —
Q4 2021
Shares 99,991 Value ($000) $18,180 Avg Close — Range —
Q3 2021
Shares 89,579 Value ($000) $15,730 Avg Close — Range —
Q2 2021
Shares 85,911 Value ($000) $14,900 Avg Close — Range —
Q1 2021
Shares 88,425 Value ($000) $14,224 Avg Close — Range —
Q4 2020
Shares 67,811 Value ($000) $10,937 Avg Close — Range —