ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 2,447 Value ($000) $139 Avg Close — Range —
Q1 2025
Shares 5,604 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 7,917 Value ($000) $454 Avg Close — Range —
Q1 2024
Shares 21,095 Value ($000) $11,090 Avg Close — Range —
Q4 2023
Shares 4,682 Value ($000) $246 Avg Close — Range —