SWA
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Sax Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sax Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$502K Buy
+1,478
New +$502K 0.03% 258