ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

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

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

Q4 2025
Shares 3,284,630 Value ($000) $81,952 Avg Close — Range —
Q3 2025
Shares 3,038,299 Value ($000) $77,659 Avg Close — Range —
Q2 2025
Shares 2,951,690 Value ($000) $73,025 Avg Close — Range —
Q1 2025
Shares 2,663,387 Value ($000) $64,614 Avg Close — Range —
Q4 2024
Shares 2,377,760 Value ($000) $56,995 Avg Close — Range —
Q3 2024
Shares 1,916,714 Value ($000) $51,157 Avg Close — Range —
Q2 2024
Shares 2,288,670 Value ($000) $53,212 Avg Close — Range —
Q4 2023
Shares 2,378,756 Value ($000) $55,449 Avg Close — Range —
Q3 2023
Shares 1,661,866 Value ($000) $35,182 Avg Close — Range —
Q2 2023
Shares 852,214 Value ($000) $19,575 Avg Close — Range —
Q1 2023
Shares 640,231 Value ($000) $14,680 Avg Close — Range —
Q4 2022
Shares 419,482 Value ($000) $9,526 Avg Close — Range —