ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 1,437 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 2,217 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 2,217 Value ($000) $418 Avg Close — Range —
Q1 2025
Shares 1,805 Value ($000) $276 Avg Close — Range —
Q4 2024
Shares 506 Value ($000) $74 Avg Close — Range —
Q3 2024
Shares 506 Value ($000) $76 Avg Close — Range —
Q2 2024
Shares 506 Value ($000) $67 Avg Close — Range —
Q1 2024
Shares 823 Value ($000) $109 Avg Close — Range —