ISHARES TR

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

Sage Investment Advisers LLC's Holding History (CIK: 0001925418)

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

Q4 2025
Shares 28,001 Value ($000) $3,451 Avg Close — Range —
Q3 2024
Shares 32,524 Value ($000) $3,114 Avg Close — Range —
Q2 2024
Shares 33,127 Value ($000) $3,066 Avg Close — Range —
Q1 2024
Shares 32,283 Value ($000) $2,726 Avg Close — Range —
Q4 2023
Shares 32,463 Value ($000) $2,438 Avg Close — Range —
Q3 2023
Shares 24,011 Value ($000) $1,643 Avg Close — Range —
Q2 2023
Shares 25,122 Value ($000) $1,771 Avg Close — Range —
Q1 2023
Shares 26,066 Value ($000) $1,665 Avg Close — Range —
Q4 2022
Shares 24,860 Value ($000) $1,454 Avg Close — Range —
Q3 2022
Shares 23,488 Value ($000) $1,359 Avg Close — Range —
Q2 2022
Shares 19,742 Value ($000) $1,191 Avg Close — Range —
Q1 2022
Shares 16,690 Value ($000) $1,275 Avg Close — Range —
Q4 2021
Shares 13,551 Value ($000) $1,134 Avg Close — Range —