ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 5,622 Value ($000) $1,192 Avg Close — Range —
Q3 2025
Shares 5,706 Value ($000) $1,178 Avg Close — Range —
Q2 2025
Shares 5,720 Value ($000) $1,142 Avg Close — Range —
Q1 2025
Shares 5,573 Value ($000) $1,062 Avg Close — Range —
Q4 2024
Shares 5,584 Value ($000) $1,066 Avg Close — Range —
Q3 2024
Shares 2,978 Value ($000) $587 Avg Close — Range —
Q2 2024
Shares 4,833 Value ($000) $880 Avg Close — Range —
Q1 2024
Shares 7,033 Value ($000) $1,372 Avg Close — Range —
Q4 2023
Shares 6,668 Value ($000) $1,173 Avg Close — Range —
Q3 2023
Shares 3,934 Value ($000) $605 Avg Close — Range —
Q2 2023
Shares 6,153 Value ($000) $992 Avg Close — Range —
Q1 2023
Shares 6,087 Value ($000) $924 Avg Close — Range —
Q4 2022
Shares 7,774 Value ($000) $1,128 Avg Close — Range —