ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 1,196 Value ($000) $107 Avg Close — Range —
Q3 2025
Shares 591 Value ($000) $52 Avg Close — Range —
Q2 2025
Shares 540 Value ($000) $45 Avg Close — Range —
Q1 2025
Shares 868 Value ($000) $66 Avg Close — Range —
Q4 2024
Shares 649 Value ($000) $50 Avg Close — Range —
Q3 2024
Shares 200 Value ($000) $16 Avg Close — Range —
Q2 2024
Shares 175 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 1,314 Value ($000) $97 Avg Close — Range —
Q4 2023
Shares 1,356 Value ($000) $94 Avg Close — Range —