Elevation Capital Advisory’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Elevation Capital Advisory’s Portfolio IYLD Stock Details IYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Buy	+59,797	New	+$1.32M	0.51%	42
2025 Q4	–	Sell	-222,062	Closed	-$4.73M	–	74
2025 Q3	$4.73M	Buy	+222,062	New	+$4.63M	1.89%	22
2025 Q2	–	Sell	-268,791	Closed	-$5.4M	–	62
2025 Q1	$5.4M	Buy	+268,791	New	+$5.37M	2.35%	20

Other funds holding IYLD

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

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevation Capital Advisory's IYLD Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026: 59,797 shares worth $1.32M. The stake represents 0.51% of the portfolio and ranks #42 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in IYLD as recently as Q3 2025.

Elevation Capital Advisory first reported a position in IYLD in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.4M in Q1 2025. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

Elevation Capital Advisory held 59,797 shares of iShares Morningstar Multi-Asset Income ETF worth $1.32M as of Q2 2026.
iShares Morningstar Multi-Asset Income ETF was a new Elevation Capital Advisory position in Q2 2026.
iShares Morningstar Multi-Asset Income ETF made up 0.51% of Elevation Capital Advisory's portfolio in Q2 2026, its #42 holding.
Elevation Capital Advisory first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2025 and has held it in 3 quarters since.
Elevation Capital Advisory's iShares Morningstar Multi-Asset Income ETF position peaked at $5.4M in Q1 2025.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.