AIA — ISHARES TR

Ownership history in EWG Elevate Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES TR (AIA). 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
2.31% (2023 Q1)
Avg. % of fund
1.67%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 52,163 +4,663 +9.8% 1.54% $4.9M $92.98
2025 Q2 REDUCED 47,500 -41,866 -46.8% 1.19% $3.9M $79.67
2023 Q3 REDUCED 89,366 -4,145 -4.4% 2.24% $5.0M $51.57
2023 Q2 ADDED 93,511 +5,885 +6.7% 2.30% $5.6M $55.42
2023 Q1 ADDED 87,626 +87,108 +16816.2% 2.31% $5.4M $57.06
2022 Q4 REDUCED 518 -49,637 -99.0% 0.01% $29K $52.32
2020 Q3 INITIATED 50,155 — — 2.10% $3.6M $63.20
% of Fund (quarterly)    AIA price (monthly, adj. close)

Other funds also holding AIA

As of 2025 Q4 — sorted by position size

BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 3.04% SFI Advisors, LLC 3Y 2.57% Objectivity Squared, LLC 1.32% Arlington Capital Management, Inc. 3Y 7Y 1.25% Quantum Portfolio Management LLC 1.01% SB Capital Management Inc 0.43% Twelve Points Wealth Management LLC 3Y 0.32% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 0.25% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.16% BlackDiamond Wealth Management, LLC 3Y 0.16%
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