ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 18,763 Value ($000) $1,767 Avg Close — Range —
Q3 2025
Shares 20,196 Value ($000) $1,921 Avg Close — Range —
Q2 2025
Shares 19,865 Value ($000) $1,865 Avg Close — Range —
Q1 2025
Shares 18,058 Value ($000) $1,691 Avg Close — Range —
Q4 2024
Shares 17,069 Value ($000) $1,498 Avg Close — Range —
Q3 2024
Shares 15,601 Value ($000) $1,425 Avg Close — Range —
Q2 2024
Shares 14,451 Value ($000) $1,213 Avg Close — Range —
Q1 2024
Shares 14,475 Value ($000) $1,210 Avg Close — Range —
Q4 2023
Shares 14,621 Value ($000) $1,141 Avg Close — Range —