ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 24,908 Value ($000) $4,947 Avg Close — Range —
Q3 2025
Shares 25,023 Value ($000) $4,867 Avg Close — Range —
Q2 2025
Shares 28,061 Value ($000) $5,241 Avg Close — Range —
Q1 2025
Shares 29,258 Value ($000) $5,000 Avg Close — Range —
Q4 2024
Shares 28,954 Value ($000) $5,156 Avg Close — Range —
Q3 2024
Shares 27,933 Value ($000) $5,008 Avg Close — Range —
Q2 2024
Shares 55,072 Value ($000) $9,404 Avg Close — Range —
Q1 2024
Shares 81,599 Value ($000) $8,226 Avg Close — Range —
Q4 2023
Shares 51,905 Value ($000) $7,928 Avg Close — Range —
Q3 2023
Shares 67,929 Value ($000) $8,952 Avg Close — Range —
Q2 2023
Shares 68,683 Value ($000) $9,263 Avg Close — Range —
Q1 2023
Shares 73,899 Value ($000) $9,168 Avg Close — Range —
Q4 2022
Shares 140,319 Value ($000) $15,991 Avg Close — Range —