Elevation Advisory Partners »

iShares S&P Global Financials Sect. shares owned by Elevation Advisory Partners

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Elevation Advisory Partners from 13F filings

Historical chart of Elevation Advisory Partners investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. held by Elevation Advisory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Financials Sect. by Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 2.6k 121.75

More positions owned by Elevation Advisory Partners

NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Arm Holdings Sponsored Ads (ARM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
Argan (AGX)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)

View all positions for Elevation Advisory Partners

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Bank of America Corporation
HighTower Advisors
Jane Street
Nelson, Van Denburg & Campbell Wealth Management
Raymond James Financial
Cambria Investment Management
Banco Santander
Federation des caisses Desjardins du Quebec
Wells Fargo & Company
Susquehanna International
Salomon & Ludwin
LPL Financial
Citadel Advisors
BlackRock

View all funds holding iShares S&P Global Financials Sect.