Ownership history in ELEVATE WEALTH ADVISORY, INC · 9 quarters on record
This page tracks every 13F SEC filing in which ELEVATE WEALTH ADVISORY, INC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 78,457 | +8,047 | +11.4% | 5.49% | $8.0M | $102.39 |
| 2025 Q3 | REDUCED | 70,410 | -1,865 | -2.6% | 5.29% | $7.3M | $102.02 |
| 2025 Q2 | REDUCED | 72,275 | -7,057 | -8.9% | 5.29% | $7.4M | $100.45 |
| 2025 Q1 | ADDED | 79,332 | +3,129 | +4.1% | 5.81% | $8.2M | $99.46 |
As of 2025 Q4 — sorted by position size