ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 4,588 Value ($000) $771 Avg Close — Range —
Q3 2025
Shares 4,588 Value ($000) $755 Avg Close — Range —
Q2 2025
Shares 4,588 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 5,065 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 5,228 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 5,992 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 6,189 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 7,147 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 7,070 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 5,173 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 7,406 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 5,609 Value ($000) $450 Avg Close — Range —
Q2 2022
Shares 8,887 Value ($000) $744 Avg Close — Range —
Q1 2022
Shares 9,046 Value ($000) $956 Avg Close — Range —
Q4 2021
Shares 9,046 Value ($000) $1,046 Avg Close — Range —
Q2 2021
Shares 11,329 Value ($000) $1,144 Avg Close — Range —
Q1 2021
Shares 11,527 Value ($000) $1,047 Avg Close — Range —
Q4 2020
Shares 11,804 Value ($000) $1,047 Avg Close — Range —