ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 1,576 Value ($000) $331 Avg Close — Range —
Q3 2025
Shares 1,577 Value ($000) $321 Avg Close — Range —
Q2 2025
Shares 1,502 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 1,499 Value ($000) $282 Avg Close — Range —
Q4 2024
Shares 1,166 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 1,166 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 1,354 Value ($000) $236 Avg Close — Range —
Q1 2024
Shares 35,484 Value ($000) $1,144 Avg Close — Range —
Q4 2023
Shares 1,805 Value ($000) $302 Avg Close — Range —
Q3 2023
Shares 1,824 Value ($000) $277 Avg Close — Range —
Q2 2023
Shares 1,446 Value ($000) $228 Avg Close — Range —