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

EverSource 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
2026 Q2	$8.99K	Hold	406	–	–	﹤0.01%	2963
2026 Q1	$8.82K	Hold	406	–	–	﹤0.01%	2983
2025 Q4	$8.7K	Hold	406	–	–	﹤0.01%	2870
2025 Q3	$8.64K	Sell	406 -363	-47%	-$7.57K	﹤0.01%	2904
2025 Q2	$16K	Hold	769	–	–	﹤0.01%	2470
2025 Q1	$15.4K	Hold	769	–	–	﹤0.01%	1840
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%	-$409	﹤0.01%	1201
2022 Q4	$15K	Buy	+790	New	+$14.9K	﹤0.01%	1173

Other funds holding IYLD

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

EverSource Wealth Advisors's IYLD Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q2 2026 at 406 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

EverSource Wealth Advisors first reported a position in IYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $16K in Q2 2025. 20 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

EverSource Wealth Advisors held 406 shares of iShares Morningstar Multi-Asset Income ETF worth $8.99K as of Q2 2026.
EverSource Wealth Advisors left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q2 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2963 holding.
EverSource Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $16K in Q2 2025.
20 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.