IYK — ISHARES TR

Ownership history in EWG Elevate Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES TR (IYK). 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
0.54% (2025 Q2)
Avg. % of fund
0.54%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 24,886 — — 0.54% $1.8M $68.99
% of Fund (quarterly)    IYK price (monthly, adj. close)

Other funds also holding IYK

As of 2025 Q4 — sorted by position size

LITTLEJOHN FINANCIAL SERVICES, INC. 2.0% SFI Advisors, LLC 3Y 1.96% Aspen Wealth Strategies, LLC 1.77% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 1.64% Wall Street Financial Group, Inc. 1.54% First Citizens Financial Corp 3Y 1.28% PENOBSCOT WEALTH MANAGEMENT 3Y 0.8% Comprehensive Wealth Management, LLC 0.72% WealthCare Investment Partners, LLC 3Y 0.66% Targeted Financial Services LLC 0.48%
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