ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 105,103 Value ($000) $15,628 Avg Close — Range —
Q3 2025
Shares 103,139 Value ($000) $15,022 Avg Close — Range —
Q2 2025
Shares 105,228 Value ($000) $14,210 Avg Close — Range —
Q1 2025
Shares 107,568 Value ($000) $13,124 Avg Close — Range —
Q4 2024
Shares 108,733 Value ($000) $13,909 Avg Close — Range —
Q3 2024
Shares 107,481 Value ($000) $13,502 Avg Close — Range —
Q2 2024
Shares 107,479 Value ($000) $12,766 Avg Close — Range —
Q1 2024
Shares 100,817 Value ($000) $11,624 Avg Close — Range —
Q4 2023
Shares 85,209 Value ($000) $8,967 Avg Close — Range —