Elevated Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Elevated Capital Advisors’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	$420K	Buy	1,666 +188	+13%	+$43.2K	0.12%	146
2026 Q1	$268K	Sell	1,478 -187	-11%	-$36.1K	0.07%	227
2025 Q4	$333K	Sell	1,665 -48	-3%	-$9.6K	0.08%	228
2025 Q3	$336K	Sell	1,713 -201	-11%	-$36.8K	0.08%	228
2025 Q2	$269K	Hold	1,914	–	–	0.08%	230
2025 Q1	$269K	Sell	1,914 -167	-8%	-$26K	0.08%	230
2024 Q4	$332K	Sell	2,081 -305	-13%	-$48.3K	0.09%	224
2024 Q3	$362K	Sell	2,386 -1,356	-36%	-$199K	0.1%	230
2024 Q2	$563K	Sell	3,742 -126	-3%	-$17.4K	0.16%	165
2024 Q1	$522K	Buy	+3,868	New	+$504K	0.15%	132

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

Elevated Capital Advisors's IYW Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares US Technology ETF (IYW) stake by 13% in Q2 2026, buying an estimated $43.2K and bringing the position to 1,666 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #146.

Elevated Capital Advisors first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $563K in Q2 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Elevated Capital Advisors held 1,666 shares of iShares US Technology ETF worth $420K as of Q2 2026.
Elevated Capital Advisors bought 188 iShares US Technology ETF shares in Q2 2026, an estimated $43.2K.
iShares US Technology ETF made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #146 holding.
Elevated Capital Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Elevated Capital Advisors's iShares US Technology ETF position peaked at $563K in Q2 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.