Sax Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,957 shares of IWS stock, worth $545,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,957

Previous 4,717 16.11%

Holding current value

$545,472

Previous $658,000 17.17%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$135.66 - $140.93 $103,101 - $107,106	-760 Reduced 16.11%	3,957 $545,000
Q3 2025 Oct 20, 2025	BUY	$132.83 - $140.61 $531 - $562	4 Added 0.08%	4,717 $658,000
Q2 2025 Jul 23, 2025	BUY	$110.58 - $132.14 $15,370 - $18,367	139 Added 3.04%	4,713 $622,000
Q1 2025 May 14, 2025	BUY	$122.59 - $135.24 $161,941 - $178,652	1,321 Added 40.61%	4,574 $576,000
Q4 2024 Jan 15, 2025	BUY	$128.08 - $140.32 $214,405 - $234,895	1,674 Added 106.02%	3,253 $420,000

Q3 2024 Oct 17, 2024	BUY	$119.52 - $132.25 $188,722 - $208,822	1,579 New	1,579 $208,000

Others Institutions Holding IWS

# of Institutions

1,059

Shares Held

93.7M

Call Options Held

17.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History