AWA
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Acorn Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,486
Closed -$110K 291
2018
Q2
$110K Buy
4,486
+11
+0.2% +$270 0.09% 168
2018
Q1
$111K Buy
4,475
+165
+4% +$4.09K 0.1% 163
2017
Q4
$111K Buy
+4,310
New +$111K 0.1% 158