ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 171 Value ($000) $117 Avg Close — Range —
Q3 2025
Shares 171 Value ($000) $114 Avg Close — Range —
Q2 2025
Shares 298 Value ($000) $185 Avg Close — Range —
Q1 2025
Shares 171 Value ($000) $96 Avg Close — Range —
Q4 2024
Shares 171 Value ($000) $101 Avg Close — Range —
Q3 2024
Shares 171 Value ($000) $99 Avg Close — Range —
Q2 2024
Shares 171 Value ($000) $94 Avg Close — Range —
Q1 2024
Shares 171 Value ($000) $90 Avg Close — Range —
Q4 2023
Shares 171 Value ($000) $82 Avg Close — Range —