ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 10,330 Value ($000) $1,457 Avg Close — Range —
Q3 2025
Shares 10,398 Value ($000) $1,452 Avg Close — Range —
Q2 2025
Shares 10,569 Value ($000) $1,444 Avg Close — Range —
Q1 2025
Shares 15,358 Value ($000) $1,935 Avg Close — Range —
Q4 2024
Shares 16,127 Value ($000) $2,086 Avg Close — Range —
Q3 2024
Shares 15,557 Value ($000) $2,057 Avg Close — Range —
Q2 2024
Shares 17,010 Value ($000) $2,054 Avg Close — Range —
Q1 2024
Shares 3,255 Value ($000) $1,097 Avg Close — Range —
Q4 2023
Shares 4,207 Value ($000) $487 Avg Close — Range —
Q3 2023
Shares 3,762 Value ($000) $393 Avg Close — Range —
Q2 2023
Shares 3,776 Value ($000) $415 Avg Close — Range —
Q1 2023
Shares 2,783 Value ($000) $296 Avg Close — Range —