ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 56 Value ($000) $22 Avg Close — Range —
Q3 2025
Shares 56 Value ($000) $21 Avg Close — Range —
Q2 2025
Shares 56 Value ($000) $20 Avg Close — Range —
Q1 2025
Shares 56 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 56 Value ($000) $19 Avg Close — Range —
Q3 2024
Shares 56 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 56 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 56 Value ($000) $17 Avg Close — Range —
Q4 2023
Shares 56 Value ($000) $15 Avg Close — Range —