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ELEVATION WEALTH PARTNERS, LLC → ISMCF

ELEVATION WEALTH PARTNERS, LLC ISMCF Position History

ISMCF

Quarters held
10
Latest value
$42K
Q3 2026
Peak value
$23M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20M
Q3 2025$39K
Q4 2025$19.7M
Q4 2025$40K
Q1 2026$18.3M
Q1 2026$40K
Q2 2026$22.2M
Q2 2026$45K
Q3 2026$23M
Q3 2026$42K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$42K304——
Q3 2026$23M118.6K——
Q2 2026$45K304——
Q2 2026$22.2M118.2K——
Q1 2026$40K304——
Q1 2026$18.3M117.8K——
Q4 2025$40K304——
Q4 2025$19.7M117.2K——
Q3 2025$39K304——
Q3 2025$20M121.8K——

Other funds holding ISMCF

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

ISHARES TR

$36.2M
ETHA

ISHARES TR

$35.9M
ETHA

ISHARES TR

$31.9M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.6M