EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
769
| – | – | ﹤0.01% | 2462 |
|
|
2025
Q1 | $15.4K | Hold |
769
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q4 | $15K | Hold |
769
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q3 | $15.9K | Hold |
769
| – | – | ﹤0.01% | 1603 |
|
|
2024
Q2 | $15.5K | Hold |
769
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q1 | $15.1K | Hold |
769
| – | – | ﹤0.01% | 1493 |
|
|
2023
Q4 | $15.5K | Hold |
769
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q3 | $14.6K | Hold |
769
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q2 | $15K | Hold |
769
| – | – | ﹤0.01% | 1265 |
|
|
2023
Q1 | $14.8K | Sell |
769
-21
| -3% | -$404 | ﹤0.01% | 1200 |
|
|
2022
Q4 | $15K | Buy |
+790
| New | +$15K | ﹤0.01% | 1173 |
|