ISHARES TR

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

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

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

Q4 2025
Shares 55,758 Value ($000) $5,368 Avg Close — Range —
Q3 2025
Shares 52,017 Value ($000) $5,022 Avg Close — Range —
Q2 2025
Shares 48,198 Value ($000) $4,575 Avg Close — Range —
Q1 2025
Shares 23,617 Value ($000) $2,009 Avg Close — Range —
Q4 2024
Shares 23,516 Value ($000) $2,079 Avg Close — Range —
Q3 2024
Shares 16,022 Value ($000) $1,412 Avg Close — Range —
Q2 2024
Shares 17,487 Value ($000) $1,418 Avg Close — Range —
Q1 2024
Shares 1,245 Value ($000) $223 Avg Close — Range —
Q4 2023
Shares 17,306 Value ($000) $1,347 Avg Close — Range —
Q3 2023
Shares 18,799 Value ($000) $1,302 Avg Close — Range —
Q2 2023
Shares 30,933 Value ($000) $2,259 Avg Close — Range —
Q1 2023
Shares 18,498 Value ($000) $1,293 Avg Close — Range —
Q4 2022
Shares 23,316 Value ($000) $1,573 Avg Close — Range —