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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,904
Closed -$3.28M – 67
2024
Q4 		$3.28M Buy
22,904
+517
+2% +$74K 1.4% 22
2024
Q3 		$3.12M Buy
+22,387
New +$3.12M 1.38% 27