Elevate Wealth Advisory, Inc Ishares Russell 1000 Val ETF Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,862 shares of IWD stock, worth $995,688. This represents 0.72% of its overall portfolio holdings.

Number of Shares

4,862

Previous 4,975 2.27%

Holding current value

$995,688

Previous $966 Million 2.45%

% of portfolio

0.72%

Previous 0.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$192.76 - $203.86 $21,781 - $23,036	-113 Reduced 2.27%	4,862 $990 Million
Q2 2025 Jul 23, 2025	SELL	$166.82 - $194.23 $165,985 - $193,258	-995 Reduced 16.67%	4,975 $966 Million
Q1 2025 May 14, 2025	SELL	$182.82 - $196.21 $914 - $981	-5 Reduced 0.08%	5,970 $1.12 Billion
Q4 2024 Feb 11, 2025	SELL	$183.23 - $199.79 $2,748 - $2,996	-15 Reduced 0.25%	5,975 $1.11 Billion
Q3 2024 Nov 13, 2024	SELL	$173.36 - $189.8 $35,018 - $38,339	-202 Reduced 3.26%	5,990 $1.14 Billion
Q2 2024 Aug 12, 2024	SELL	$169.4 - $179.05 $47,770 - $50,492	-282 Reduced 4.36%	6,192 $1.08 Billion
Q1 2024 May 02, 2024	BUY	$161.84 - $179.11 $971 - $1,074	6 Added 0.09%	6,474 $1.16 Billion
Q4 2023 Feb 14, 2024	BUY	$143.69 - $165.7 $929,386 - $1.07 Million	6,468 New	6,468 $1.07 Billion

Others Institutions Holding IWD

# of Institutions

1,991

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Ishares Russell 1000 Val ETF Transaction History