ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 37 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 37 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 378 Value ($000) $75 Avg Close — Range —
Q4 2024
Shares 377 Value ($000) $83 Avg Close — Range —
Q3 2024
Shares 376 Value ($000) $83 Avg Close — Range —
Q2 2024
Shares 375 Value ($000) $76 Avg Close — Range —
Q1 2024
Shares 374 Value ($000) $79 Avg Close — Range —
Q4 2023
Shares 373 Value ($000) $75 Avg Close — Range —