Elevated Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Elevated Capital Advisors, LLC

$360 Million
Q4 2025

A detailed history of Elevated Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 33 shares of IWD stock, worth $6,758. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,758

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$199.44 - $208.01 $6,581 - $6,864	33 New	33 $6,000
Q3 2024 Oct 22, 2024	SELL	$173.36 - $189.8 $10,574 - $11,577	-61 Reduced 2.02%	2,966 $562,000
Q2 2024 Aug 01, 2024	SELL	$169.4 - $179.05 $10,333 - $10,922	-61 Reduced 1.98%	3,027 $528,000
Q1 2024 Apr 15, 2024	BUY	$161.84 - $179.11 $271,405 - $300,367	1,677 Added 118.85%	3,088 $553,000
Q4 2023 Jan 09, 2024	SELL	$143.69 - $165.7 $4,598 - $5,302	-32 Reduced 2.22%	1,411 $233,000

Q3 2023 Oct 17, 2023	SELL	$151.73 - $163.56 $1,972 - $2,126	-13 Reduced 0.89%	1,443 $219,000
Q2 2023 Aug 18, 2023	SELL	$148.55 - $157.83 $57,934 - $61,553	-390 Reduced 21.13%	1,456 $229,000
Q1 2023 Apr 18, 2023	BUY	$145.2 - $161.56 $3,920 - $4,362	27 Added 1.48%	1,846 $281,000
Q4 2022 Jan 17, 2023	BUY	$136.78 - $158.99 $248,802 - $289,202	1,819 New	1,819 $0

Others Institutions Holding IWD

# of Institutions

2,039

Shares Held

262M

Call Options Held

442K

Put Options Held

5.38M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Elevated Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History