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 Q3	$11.9K	Hold	45	–	–	﹤0.01%	834
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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Elevation Wealth Partners's IYW Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 45 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Elevation Wealth Partners first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $230K in Q1 2025. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Elevation Wealth Partners held 45 shares of iShares US Technology ETF worth $11.9K as of Q3 2026.
Elevation Wealth Partners left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #834 holding.
Elevation Wealth Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's iShares US Technology ETF position peaked at $230K in Q1 2025.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.