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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-268,791
Closed -$5.4M – 62
2025
Q1 		$5.4M Buy
+268,791
New +$5.4M 2.35% 20