ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 8,827 Value ($000) $1,088 Avg Close — Range —
Q3 2025
Shares 8,920 Value ($000) $1,077 Avg Close — Range —
Q2 2025
Shares 8,920 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 9,060 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 9,124 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 9,188 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 9,629 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 9,678 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 9,438 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 9,438 Value ($000) $1 Avg Close — Range —