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Ishares Tr shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 648 26.95

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Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
BIP Wealth
Grantvest Financial Group
FC Advisory
Goldman Sachs Group
Susquehanna International
Amplius Wealth Advisors
Crewe Advisors
Jim Saulnier & Associates
Citadel Advisors
Crown Wealth Group
Envestnet Asset Management
Commonwealth Equity Services
Blue Sky Capital Consultants Group

View all funds holding Ishares Tr