ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 214,750 Value ($000) $14,174 Avg Close — Range —
Q3 2025
Shares 177,962 Value ($000) $11,614 Avg Close — Range —
Q2 2025
Shares 189,994 Value ($000) $12,203 Avg Close — Range —
Q1 2025
Shares 198,611 Value ($000) $11,589 Avg Close — Range —
Q4 2024
Shares 142,580 Value ($000) $8,884 Avg Close — Range —
Q3 2024
Shares 30,799 Value ($000) $1,919 Avg Close — Range —
Q2 2024
Shares 55,262 Value ($000) $3,234 Avg Close — Range —
Q1 2024
Shares 15,341 Value ($000) $1,030 Avg Close — Range —
Q4 2023
Shares 31,140 Value ($000) $8,642 Avg Close — Range —
Q3 2023
Shares 17,191 Value ($000) $4,287 Avg Close — Range —
Q2 2023
Shares 22,408 Value ($000) $5,859 Avg Close — Range —
Q1 2023
Shares 13,734 Value ($000) $3,436 Avg Close — Range —
Q4 2022
Shares 18,453 Value ($000) $4,464 Avg Close — Range —