ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

SAGE PRIVATE WEALTH GROUP, LLC's Holding History (CIK: 0001845635)

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

Q4 2025
Shares 2,173 Value ($000) $811 Avg Close — Range —
Q3 2025
Shares 2,285 Value ($000) $835 Avg Close — Range —
Q2 2025
Shares 1,969 Value ($000) $669 Avg Close — Range —
Q1 2025
Shares 1,648 Value ($000) $506 Avg Close — Range —
Q4 2024
Shares 1,633 Value ($000) $526 Avg Close — Range —
Q3 2024
Shares 1,639 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 2,133 Value ($000) $635 Avg Close — Range —
Q1 2024
Shares 4,850 Value ($000) $1,397 Avg Close — Range —
Q3 2022
Shares 75,567 Value ($000) $14,912 Avg Close — Range —
Q2 2022
Shares 77,539 Value ($000) $16,110 Avg Close — Range —
Q1 2022
Shares 80,503 Value ($000) $20,132 Avg Close — Range —
Q4 2021
Shares 82,974 Value ($000) $21,941 Avg Close — Range —
Q3 2021
Shares 84,760 Value ($000) $20,488 Avg Close — Range —
Q2 2021
Shares 84,493 Value ($000) $20,454 Avg Close — Range —
Q1 2021
Shares 84,029 Value ($000) $18,808 Avg Close — Range —
Q4 2020
Shares 78,466 Value ($000) $16,622 Avg Close — Range —