Elevate Wealth Advisory’s iShares US Technology ETF IYW Stock Holding History

Elevate Wealth Advisory’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Hold	545	–	–	0.08%	87
2026 Q1	$98.9K	Hold	545	–	–	0.06%	86
2025 Q4	$109K	Hold	545	–	–	0.07%	78
2025 Q3	$107K	Hold	545	–	–	0.08%	79
2025 Q2	$94.4K	Hold	545	–	–	0.07%	88
2025 Q1	$76.5K	Buy	+545	New	+$84.9K	0.05%	89

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Elevate Wealth Advisory's IYW Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 545 shares worth $137K. The position accounts for 0.08% of the portfolio, ranked #87.

Elevate Wealth Advisory first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Elevate Wealth Advisory held 545 shares of iShares US Technology ETF worth $137K as of Q2 2026.
Elevate Wealth Advisory left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.08% of Elevate Wealth Advisory's portfolio in Q2 2026, its #87 holding.
Elevate Wealth Advisory first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.