ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 73,022 Value ($000) $6,876 Avg Close Range
Q3 2025
Shares 75,709 Value ($000) $7,203 Avg Close Range
Q2 2025
Shares 79,513 Value ($000) $7,428 Avg Close Range
Q1 2025
Shares 81,198 Value ($000) $7,605 Avg Close Range
Q4 2024
Shares 83,150 Value ($000) $7,383 Avg Close Range
Q3 2024
Shares 88,047 Value ($000) $8,040 Avg Close Range
Q2 2024
Shares 98,100 Value ($000) $8,236 Avg Close Range
Q4 2023
Shares 132,880 Value ($000) $10,694 Avg Close Range
Q3 2023
Shares 272,907 Value ($000) $19,753 Avg Close Range
Q2 2023
Shares 349,329 Value ($000) $25,966 Avg Close Range
Q1 2023
Shares 420,719 Value ($000) $30,603 Avg Close Range
Q4 2022
Shares 585,302 Value ($000) $42,200 Avg Close Range