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Ishares Tr shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBAT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $375k 9.3k 40.45

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
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NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Advanced Micro Devices (AMD)

View all positions for Sax Wealth Advisors

Top funds holding Ishares Tr

TD Waterhouse Canada
Steward Partners Investment Advisory
Jane Street
Midwest Financial Partners Investments
Old Mission Capital
Federation des caisses Desjardins du Quebec
Guardian Capital
Citadel Advisors
Sanctuary Advisors
Royal Bank of Canada
Sax Wealth Advisors
Advisory Alpha
Glassman Wealth Services
Mercer Global Advisors
4wealth Advisors

View all funds holding Ishares Tr