IMCV — ISHARES TR

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in ISHARES TR (IMCV). 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.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 254 — 0% 0.01% $19K $79.50
2025 Q2 ADDED 254 +2 +0.8% 0.01% $19K $74.78
2025 Q1 ADDED 252 +1 +0.4% 0.01% $19K $72.59
2024 Q4 INITIATED 251 — — 0.01% $19K $72.23
% of Fund (quarterly)    IMCV price (monthly, adj. close)

Other funds also holding IMCV

As of 2025 Q4 — sorted by position size

swisspartners Advisors Ltd 3Y 7.62% Black Diamond Financial, LLC 3Y 7Y 1.93% Marietta Wealth Management, LLC 3Y 7Y 1.22% JIM SAULNIER & ASSOCIATES, LLC 1.08% Rodgers & Associates, LTD 3Y 0.93% DDFG, Inc 3Y 0.84% Lebenthal Global Advisors, LLC 3Y 0.77% Bedel Financial Consulting, Inc. 3Y 7Y 0.76% Steele Capital Management, Inc. 0.73% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 0.67%
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