ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 21,268 Value ($000) $1,649 Avg Close — Range —
Q3 2025
Shares 21,428 Value ($000) $1,644 Avg Close — Range —
Q2 2025
Shares 21,900 Value ($000) $1,606 Avg Close — Range —
Q1 2025
Shares 19,474 Value ($000) $1,237 Avg Close — Range —
Q4 2024
Shares 33,812 Value ($000) $2,054 Avg Close — Range —
Q3 2024
Shares 8,193 Value ($000) $555 Avg Close — Range —
Q2 2024
Shares 10,905 Value ($000) $672 Avg Close — Range —
Q4 2023
Shares 13,159 Value ($000) $797 Avg Close — Range —
Q3 2023
Shares 9,773 Value ($000) $552 Avg Close — Range —
Q2 2023
Shares 8,973 Value ($000) $529 Avg Close — Range —
Q1 2023
Shares 7,876 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 7,717 Value ($000) $436 Avg Close — Range —