IYZ — 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 (IYZ). 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
1.44% (2025 Q3)
Avg. % of fund
1.08%
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 142,963 +39,976 +38.8% 1.44% $4.6M $31.95
2025 Q2 REDUCED 102,987 -6,553 -6.0% 0.94% $3.1M $29.30
2025 Q1 ADDED 109,540 +11,746 +12.0% 1.12% $3.0M $26.84
2024 Q4 INITIATED 97,794 — — 0.80% $2.6M $26.12
% of Fund (quarterly)    IYZ price (monthly, adj. close)

Other funds also holding IYZ

As of 2025 Q4 — sorted by position size

Summit Financial Consulting LLC 5.62% Camarda Financial Advisors, LLC 3Y 7Y 5.4% WealthCare Asset Management, LLC 4.98% PINKERTON WEALTH, LLC 3Y 7Y 4.36% RPS ADVISORY SOLUTIONS LLC 4.22% SHERMAN PORFOLIOS, LLC 1.28% WESPAC Advisors, LLC 3Y 7Y 1.2% Lifestyle Asset Management, Inc. 1.14% USA FINANCIAL FORMULAS 3Y 7Y 0.5% Balboa Wealth Partners 3Y 0.5%
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