Elevated Capital Advisors, LLC Ishares Tr Russell 200 ETF Transaction History

Elevated Capital Advisors, LLC

$360 Million
Q4 2025

A detailed history of Elevated Capital Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 46 shares of IWL stock, worth $7,734. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,734

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$163.11 - $172.47 $7,503 - $7,933	46 New	46 $7,000

Others Institutions Holding IWL

# of Institutions

224

Shares Held

8.44M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

683K
Shares

$115 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

622K
Shares

$105 Million
0.01% of portfolio
Tompkins Financial Corp

571K
Shares

$96 Million
7.65% of portfolio
Gilbert & Cook, Inc.

509K
Shares

$85.6 Million
11.07% of portfolio
Richmond Investment Services, LLC Mequon, WI

386K
Shares

$64.9 Million
11.93% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Elevated Capital Advisors, LLC Ishares Tr Russell 200 ETF Transaction History