Elevation Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Elevation Wealth Partners’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4K	Hold	45	–	–	﹤0.01%	776
2026 Q1	$8.16K	Hold	45	–	–	﹤0.01%	572
2025 Q4	$8.99K	Hold	45	–	–	﹤0.01%	506
2025 Q3	$8.81K	Hold	45	–	–	﹤0.01%	399
2025 Q2	$7.8K	Sell	45 -1,590	-97%	-$241K	﹤0.01%	382
2025 Q1	$230K	Buy	1,635 +1,590	+3,533%	+$248K	0.1%	104
2024 Q4	$7.18K	Buy	+45	New	+$7.12K	﹤0.01%	389

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Elevation Wealth Partners's IYW Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 45 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Elevation Wealth Partners first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $230K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Elevation Wealth Partners held 45 shares of iShares US Technology ETF worth $11.4K as of Q2 2026.
Elevation Wealth Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #776 holding.
Elevation Wealth Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Elevation Wealth Partners's iShares US Technology ETF position peaked at $230K in Q1 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.