ISHARES TR

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

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

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

Q4 2025
Shares 1,391 Value ($000) $234 Avg Close — Range —
Q3 2025
Shares 1,559 Value ($000) $256 Avg Close — Range —
Q2 2025
Shares 1,472 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 1,468 Value ($000) $205 Avg Close — Range —
Q3 2024
Shares 1,991 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 2,164 Value ($000) $276 Avg Close — Range —
Q1 2024
Shares 55,683 Value ($000) $3,382 Avg Close — Range —
Q4 2023
Shares 6,274 Value ($000) $685 Avg Close — Range —
Q3 2023
Shares 4,333 Value ($000) $411 Avg Close — Range —
Q2 2023
Shares 4,885 Value ($000) $477 Avg Close — Range —
Q4 2022
Shares 9,395 Value ($000) $766 Avg Close — Range —