ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 3,293 Value ($000) $317 Avg Close — Range —
Q3 2025
Shares 3,293 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 3,293 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 3,573 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 4,059 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 4,059 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 4,843 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 5,784 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 5,784 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 5,745 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 6,123 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,745 Value ($000) $357 Avg Close — Range —
Q2 2022
Shares 6,123 Value ($000) $396 Avg Close — Range —
Q1 2022
Shares 6,123 Value ($000) $478 Avg Close — Range —
Q4 2021
Shares 5,745 Value ($000) $477 Avg Close — Range —
Q2 2021
Shares 6,123 Value ($000) $485 Avg Close — Range —
Q1 2021
Shares 6,173 Value ($000) $456 Avg Close — Range —
Q4 2020
Shares 7,186 Value ($000) $493 Avg Close — Range —