Elevated Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Elevated Capital Advisors’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.5K	Hold	235	–	–	0.01%	333
2025 Q4	$65.1K	Buy	+235	New	+$65.1K	0.02%	330
2024 Q4	–	Sell	-4,181	Closed	-$920K	–	268
2024 Q3	$920K	Sell	4,181 -7,991	-66%	-$1.7M	0.24%	117
2024 Q2	$2.61M	Buy	12,172 +139	+1%	+$27.7K	0.73%	37
2024 Q1	$2.35M	Buy	12,033 +10,502	+686%	+$1.96M	0.67%	48
2023 Q4	$268K	Sell	1,531 -22	-1%	-$3.61K	0.08%	164
2023 Q3	$239K	Buy	1,553 +73	+5%	+$11.6K	0.08%	159
2023 Q2	$235K	Sell	1,480 -942	-39%	-$137K	0.08%	168
2023 Q1	$336K	Buy	2,422 +33	+1%	+$4.28K	0.12%	146
2022 Q4	$288K	Buy	+2,389	New	+$297K	0.11%	143

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return