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Ishares Morningstar shares owned by Elevation Capital Advisory

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Elevation Capital Advisory from 13F filings

Historical chart of Elevation Capital Advisory investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Elevation Capital Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 222k 21.28
2025-03-31 $5.4M 269k 20.08

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital Advisory

Top funds holding Ishares Morningstar

Morgan Stanley
Elevation Capital Advisory
LPL Financial
Perigon Wealth Management
Kestra Advisory Services
Royal Bank of Canada
Kovack Advisors
Commonwealth Equity Services
Wells Fargo & Company
Jane Street
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Ishares Morningstar