ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 5,489 Value ($000) $245 Avg Close — Range —
Q3 2025
Shares 5,489 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 6,334 Value ($000) $263 Avg Close — Range —
Q1 2025
Shares 6,334 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 5,220 Value ($000) $218 Avg Close — Range —
Q3 2024
Shares 5,220 Value ($000) $221 Avg Close — Range —