ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 43,330 Value ($000) $5,207 Avg Close — Range —
Q3 2025
Shares 38,748 Value ($000) $4,604 Avg Close — Range —
Q2 2025
Shares 40,734 Value ($000) $4,595 Avg Close — Range —
Q1 2025
Shares 44,036 Value ($000) $4,605 Avg Close — Range —
Q4 2024
Shares 40,989 Value ($000) $4,723 Avg Close — Range —
Q3 2024
Shares 13,743 Value ($000) $1,607 Avg Close — Range —
Q2 2024
Shares 18,584 Value ($000) $1,982 Avg Close — Range —
Q4 2023
Shares 33,734 Value ($000) $3,600 Avg Close — Range —
Q3 2023
Shares 19,694 Value ($000) $1,858 Avg Close — Range —
Q2 2023
Shares 25,455 Value ($000) $2,537 Avg Close — Range —
Q1 2023
Shares 17,551 Value ($000) $1,697 Avg Close — Range —
Q4 2022
Shares 24,543 Value ($000) $2,323 Avg Close — Range —