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

CoreCap 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
2025 Q2	$17K	Hold
2025 Q1	$16.5K	Sell
2024 Q4	$18.1K	Hold
2024 Q3	$19.2K	Hold
2024 Q2	$18.5K	Hold
2024 Q1	$18.6K	Buy
2022 Q4	$34K	Buy
2022 Q3	–	Sell
2022 Q2	$36K	Buy
2022 Q1	–	Sell
2021 Q4	$44K	Buy