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Sax Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sax Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$379K Buy
1,326
+47
+4% +$13.4K 0.02% 298
2025
Q1 		$327K Buy
+1,279
New +$327K 0.02% 280