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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.81K Hold
2025
Q2
$7.8K Sell
2025
Q1
$230K Buy
2024
Q4
$7.18K Buy