IUSB — ISHARES TR

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in ISHARES TR (IUSB). 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
16.67% (2023 Q3)
Avg. % of fund
12.48%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 671,055 +70,042 +11.7% 11.06% $31.2M $46.22
2025 Q3 UNCHANGED 601,013 — 0% 10.97% $27.8M $45.75
2025 Q2 ADDED 601,013 +16,711 +2.9% 10.97% $27.8M $44.80
2025 Q1 ADDED 584,302 +15,991 +2.8% 11.64% $26.9M $44.18
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86% Skyline Advisors, Inc. 7.76%
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