SWA
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Sax Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Sax Wealth Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Buy
4,347
+756
+21% +$230K 0.08% 141
2025
Q1 		$973K Buy
3,591
+2,710
+308% +$734K 0.07% 143
2024
Q4 		$255K Hold
881
– – 0.02% 287
2024
Q3 		$244K Buy
+881
New +$244K 0.02% 254