ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 9,994 Value ($000) $2,460 Avg Close — Range —
Q3 2025
Shares 9,321 Value ($000) $2,255 Avg Close — Range —
Q2 2025
Shares 8,437 Value ($000) $1,891 Avg Close — Range —
Q1 2025
Shares 5,200 Value ($000) $1,037 Avg Close — Range —
Q4 2024
Shares 5,391 Value ($000) $1,191 Avg Close — Range —
Q3 2024
Shares 1,765 Value ($000) $390 Avg Close — Range —
Q2 2024
Shares 3,067 Value ($000) $622 Avg Close — Range —
Q1 2024
Shares 4,393 Value ($000) $551 Avg Close — Range —
Q4 2023
Shares 8,082 Value ($000) $1,598 Avg Close — Range —
Q3 2023
Shares 6,386 Value ($000) $1,129 Avg Close — Range —
Q2 2023
Shares 6,424 Value ($000) $1,203 Avg Close — Range —
Q1 2023
Shares 3,198 Value ($000) $571 Avg Close — Range —
Q4 2022
Shares 4,677 Value ($000) $816 Avg Close — Range —