ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 39,483 Value ($000) $5,087 Avg Close — Range —
Q3 2025
Shares 40,689 Value ($000) $5,125 Avg Close — Range —
Q2 2025
Shares 41,072 Value ($000) $4,955 Avg Close — Range —
Q1 2025
Shares 41,880 Value ($000) $4,289 Avg Close — Range —
Q4 2024
Shares 62,713 Value ($000) $6,914 Avg Close — Range —
Q3 2024
Shares 63,648 Value ($000) $6,924 Avg Close — Range —
Q2 2024
Shares 67,467 Value ($000) $7,006 Avg Close — Range —
Q4 2023
Shares 84,925 Value ($000) $8,032 Avg Close — Range —
Q3 2023
Shares 78,396 Value ($000) $6,382 Avg Close — Range —
Q2 2023
Shares 80,638 Value ($000) $6,787 Avg Close — Range —
Q1 2023
Shares 84,341 Value ($000) $6,578 Avg Close — Range —
Q4 2022
Shares 86,898 Value ($000) $6,238 Avg Close — Range —