IXG — ISHARES TR

Ownership history in EWG Elevate Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES TR (IXG). 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
3.82% (2025 Q3)
Avg. % of fund
2.04%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 104,843 +3,539 +3.5% 3.82% $12.2M $115.64
2025 Q2 ADDED 101,304 +91,622 +946.3% 3.46% $11.2M $109.84
2025 Q1 REDUCED 9,682 -7,611 -44.0% 0.37% $997K $100.78
2024 Q4 INITIATED 17,293 — — 0.51% $1.7M $93.97
% of Fund (quarterly)    IXG price (monthly, adj. close)

Other funds also holding IXG

As of 2025 Q4 — sorted by position size

Johnson Bixby & Associates, LLC 3Y 1.96% Outlook Wealth Advisors, LLC 3Y 7Y 1.19% Cambria Investment Management, L.P. 3Y 7Y 0.55% Salomon & Ludwin, LLC 3Y 7Y 0.55% LOM Asset Management Ltd 0.3% MontVue Capital Management, Inc. 0.21% Tiller Private Wealth, Inc. 3Y 7Y 0.2% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 0.2% MGB Wealth Management, LLC 0.18% Lynx Investment Advisory 0.15%
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