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

Acorn Wealth Advisors’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,486
Closed -$110K – 291
2018
Q2 		$110K Buy
4,486
+11
+0.2% +$272 0.09% 168
2018
Q1 		$111K Buy
4,475
+165
+4% +$4.16K 0.1% 163
2017
Q4 		$111K Buy
+4,310
New +$111K 0.1% 158

Other funds holding IYLD

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Acorn Wealth Advisors's IYLD Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2018, closing a stake of 4,486 shares — an estimated $110K sold.

Acorn Wealth Advisors first reported a position in IYLD in Q4 2017 and held it in 3 quarters. The position peaked at $111K in Q1 2018. 54 funds tracked by Wall St. Rank hold IYLD as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,486 iShares Morningstar Multi-Asset Income ETF shares in Q3 2018, an estimated $110K.
  • Acorn Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $111K in Q1 2018.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.