ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 4,866 Value ($000) $1,023 Avg Close — Range —
Q3 2025
Shares 4,862 Value ($000) $990 Avg Close — Range —
Q2 2025
Shares 4,975 Value ($000) $966 Avg Close — Range —
Q1 2025
Shares 5,970 Value ($000) $1,123 Avg Close — Range —
Q4 2024
Shares 5,975 Value ($000) $1,106 Avg Close — Range —
Q3 2024
Shares 5,990 Value ($000) $1,137 Avg Close — Range —
Q2 2024
Shares 6,192 Value ($000) $1,080 Avg Close — Range —
Q1 2024
Shares 6,474 Value ($000) $1,159 Avg Close — Range —
Q4 2023
Shares 6,468 Value ($000) $1,069 Avg Close — Range —