ISHARES TR

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

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

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

Q4 2025
Shares 7,633 Value ($000) $941 Avg Close — Range —
Q3 2025
Shares 8,799 Value ($000) $1,062 Avg Close — Range —
Q2 2025
Shares 8,808 Value ($000) $1,006 Avg Close — Range —
Q1 2025
Shares 8,650 Value ($000) $803 Avg Close — Range —
Q4 2024
Shares 8,648 Value ($000) $878 Avg Close — Range —
Q3 2024
Shares 4,990 Value ($000) $478 Avg Close — Range —
Q2 2024
Shares 8,980 Value ($000) $831 Avg Close — Range —
Q1 2024
Shares 108,229 Value ($000) $13,758 Avg Close — Range —
Q4 2023
Shares 10,509 Value ($000) $829 Avg Close — Range —
Q3 2023
Shares 4,963 Value ($000) $340 Avg Close — Range —
Q2 2023
Shares 8,378 Value ($000) $590 Avg Close — Range —
Q1 2023
Shares 6,716 Value ($000) $429 Avg Close — Range —
Q4 2022
Shares 9,864 Value ($000) $577 Avg Close — Range —