Elevation Capital Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Elevation Capital Advisory’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	$3.98M	Sell	15,980 -15,075	-49%	-$3.99M	1.69%	25
2025 Q4	$8.6M	Sell	31,055 -20,948	-40%	-$5.8M	3.51%	7
2025 Q3	$14.2M	Buy	52,003 +33,428	+180%	+$8.65M	5.68%	2
2025 Q2	$4.58M	Buy	18,575 +2,330	+14%	+$519K	1.84%	20
2025 Q1	$3.43M	Sell	16,245 -18,708	-54%	-$4.3M	1.49%	24
2024 Q4	$8.22M	Sell	34,953 -15,299	-30%	-$3.51M	3.52%	10
2024 Q3	$11.1M	Sell	50,252 -5,290	-10%	-$1.13M	4.88%	3
2024 Q2	$11.9M	Buy	+55,542	New	+$11.1M	5.44%	3
2021 Q2	$309K	Buy	+2,044	New	+$293K	0.17%	18

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