ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 9,703 Value ($000) $995 Avg Close — Range —
Q3 2025
Shares 11,024 Value ($000) $1,102 Avg Close — Range —
Q2 2025
Shares 11,006 Value ($000) $1,042 Avg Close — Range —
Q1 2025
Shares 11,446 Value ($000) $1,056 Avg Close — Range —
Q4 2024
Shares 11,440 Value ($000) $1,059 Avg Close — Range —
Q3 2024
Shares 12,256 Value ($000) $1,170 Avg Close — Range —
Q2 2024
Shares 12,829 Value ($000) $1,131 Avg Close — Range —
Q1 2024
Shares 13,572 Value ($000) $1,227 Avg Close — Range —
Q4 2023
Shares 20,600 Value ($000) $1,737 Avg Close — Range —