ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 42,407 Value ($000) $29,046 Avg Close — Range —
Q3 2025
Shares 43,691 Value ($000) $29,242 Avg Close — Range —
Q2 2025
Shares 44,799 Value ($000) $28,668 Avg Close — Range —
Q1 2025
Shares 44,663 Value ($000) $25,096 Avg Close — Range —
Q4 2024
Shares 44,690 Value ($000) $26,309 Avg Close — Range —
Q3 2024
Shares 16,809 Value ($000) $9,696 Avg Close — Range —
Q2 2024
Shares 21,982 Value ($000) $12,029 Avg Close — Range —
Q1 2024
Shares 8,075 Value ($000) $1,009 Avg Close — Range —
Q4 2023
Shares 39,174 Value ($000) $19,325 Avg Close — Range —
Q3 2023
Shares 32,051 Value ($000) $13,764 Avg Close — Range —
Q2 2023
Shares 36,883 Value ($000) $16,439 Avg Close — Range —
Q1 2023
Shares 31,537 Value ($000) $12,964 Avg Close — Range —
Q4 2022
Shares 37,675 Value ($000) $14,475 Avg Close — Range —