SEC 13F Intelligence

Elevate Wealth Advisory, Inc / IEMG

Elevate Wealth Advisory, Inc’s Ishares Inc Position

Does Elevate Wealth Advisory, Inc own Ishares Inc (IEMG)? Yes — 89.4K shares worth $6M (+3.94% of its 13F portfolio) as of Q1 2026, up from 85.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
89.4K
% of Portfolio
+3.94%
Quarters Held
10
currently held

Position History IEMG

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.4K$6M+3.94%
Q4 202585.0K$6M+3.91%
Q3 202584.9K$6M+4.07%
Q2 202585.5K$5M+3.65%
Q1 202593.6K$5M+3.58%
Q4 202489.7K$5M+3.51%
Q3 202486.5K$5M+3.69%
Q2 202485.4K$5M+3.71%
Q1 202478.6K$4M+3.53%
Q4 202370.6K$4M+3.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevate Wealth Advisory, Inc’s full portfolio or all institutional holders of IEMG.