Elevation Capital Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.06M	Buy	+38,714	New	+$6.83M	2.72%	15
2025 Q4	–	Sell	-18,022	Closed	-$2.93M	–	75
2025 Q3	$2.93M	Buy	+18,022	New	+$2.82M	1.17%	29
2025 Q1	–	Sell	-22,904	Closed	-$3.28M	–	67
2024 Q4	$3.28M	Buy	22,904 +517	+2%	+$74.4K	1.4%	22
2024 Q3	$3.12M	Buy	+22,387	New	+$3.01M	1.38%	27

Other funds holding IYY

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Elevation Capital Advisory opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 38,714 shares worth $7.06M. The stake represents 2.72% of the portfolio and ranks #15 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in IYY as recently as Q3 2025.

Elevation Capital Advisory first reported a position in IYY in Q3 2024 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Elevation Capital Advisory held 38,714 shares of iShares Dow Jones US ETF worth $7.06M as of Q2 2026.
iShares Dow Jones US ETF was a new Elevation Capital Advisory position in Q2 2026.
iShares Dow Jones US ETF made up 2.72% of Elevation Capital Advisory's portfolio in Q2 2026, its #15 holding.
Elevation Capital Advisory first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 4 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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