ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 11,905 Value ($000) $2,980 Avg Close — Range —
Q3 2025
Shares 11,939 Value ($000) $3,062 Avg Close — Range —
Q2 2025
Shares 12,050 Value ($000) $2,901 Avg Close — Range —
Q1 2025
Shares 12,447 Value ($000) $2,516 Avg Close — Range —
Q4 2024
Shares 12,359 Value ($000) $2,557 Avg Close — Range —
Q3 2024
Shares 13,226 Value ($000) $2,682 Avg Close — Range —
Q2 2024
Shares 14,910 Value ($000) $2,906 Avg Close — Range —
Q4 2023
Shares 18,291 Value ($000) $3,086 Avg Close — Range —
Q3 2023
Shares 23,191 Value ($000) $3,240 Avg Close — Range —
Q2 2023
Shares 26,359 Value ($000) $3,802 Avg Close — Range —
Q1 2023
Shares 33,819 Value ($000) $4,702 Avg Close — Range —
Q4 2022
Shares 51,173 Value ($000) $7,468 Avg Close — Range —