Hancock Whitney’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Hancock Whitney’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 Q1	$279K	Buy	12,569 +987	+9%	+$21.7K	﹤0.01%	682
2025 Q4	$248K	Hold	11,582	–	–	﹤0.01%	711
2025 Q3	$246K	Sell	11,582 -18	-0.2%	-$375	﹤0.01%	712
2025 Q2	$241K	Sell	11,600 -659	-5%	-$13.3K	﹤0.01%	697
2025 Q1	$246K	Sell	12,259 -68	-0.6%	-$1.36K	0.01%	588
2024 Q4	$240K	Sell	12,327 -591	-5%	-$11.9K	0.01%	570
2024 Q3	$267K	Sell	12,918 -3	-0%	-$61	0.01%	554
2024 Q2	$256K	Sell	12,921 -1,513	-10%	-$30K	0.01%	544
2024 Q1	$288K	Sell	14,434 -4,473	-24%	-$88.4K	0.01%	545
2023 Q4	$380K	Buy	18,907 +1,367	+8%	+$26.2K	0.01%	502
2023 Q3	$334K	Buy	17,540 +1,022	+6%	+$19.7K	0.01%	504
2023 Q2	$323K	Sell	16,518 -49,885	-75%	-$958K	0.01%	518
2023 Q1	$1.28M	Sell	66,403 -39,978	-38%	-$779K	0.05%	263
2022 Q4	$2.02M	Buy	106,381 +42,166	+66%	+$796K	0.08%	206
2022 Q3	$1.18M	Sell	64,215 -4,689	-7%	-$92.8K	0.05%	278
2022 Q2	$1.37M	Sell	68,904 -14,673	-18%	-$306K	0.05%	266
2022 Q1	$1.87M	Sell	83,577 -6,707	-7%	-$154K	0.06%	244
2021 Q4	$2.17M	Buy	90,284 +21,918	+32%	+$525K	0.07%	224
2021 Q3	$1.64M	Buy	68,366 +13,069	+24%	+$317K	0.06%	261
2021 Q2	$1.34M	Buy	55,297 +6,041	+12%	+$144K	0.04%	360
2021 Q1	$1.15M	Sell	49,256 -138,171	-74%	-$3.27M	0.04%	380
2020 Q4	$4.51M	Buy	187,427 +118,838	+173%	+$2.76M	0.15%	117
2020 Q3	$1.55M	Buy	68,589 +9,185	+15%	+$209K	0.06%	274
2020 Q2	$1.32M	Sell	59,404 -11,870	-17%	-$253K	0.05%	318
2020 Q1	$1.43M	Sell	71,274 -42,151	-37%	-$1.02M	0.06%	302
2019 Q4	$2.9M	Buy	113,425 +34,370	+43%	+$864K	0.09%	242
2019 Q3	$1.97M	Buy	79,055 +10,720	+16%	+$267K	0.06%	299
2019 Q2	$1.72M	Buy	68,335 +8,248	+14%	+$204K	0.06%	334
2019 Q1	$1.49M	Sell	60,087 -72,578	-55%	-$1.77M	0.05%	374
2018 Q4	$3.09M	Buy	132,665 +90,819	+217%	+$2.17M	0.1%	243
2018 Q3	$1.04M	Sell	41,846 -1,726	-4%	-$42.6K	0.03%	475
2018 Q2	$1.07M	Sell	43,572 -9,036	-17%	-$223K	0.05%	322
2018 Q1	$1.31M	Sell	52,608 -16,474	-24%	-$415K	0.06%	291
2017 Q4	$1.78M	Buy	69,082 +24,775	+56%	+$636K	0.07%	229
2017 Q3	$1.15M	Sell	44,307 -1,030	-2%	-$26.4K	0.05%	323
2017 Q2	$1.16M	Buy	45,337 +245	+0.5%	+$6.22K	0.05%	307
2017 Q1	$1.14M	Sell	45,092 -50,522	-53%	-$1.25M	0.05%	287
2016 Q4	$2.33M	Buy	95,614 +79,244	+484%	+$1.94M	0.09%	250
2016 Q3	$414K	Buy	16,370 +4,560	+39%	+$114K	0.02%	454
2016 Q2	$294K	Sell	11,810 -589	-5%	-$14.3K	0.01%	471
2016 Q1	$299	Sell	12,399 -312,343	-96%	-$7.21M	0.01%	475
2015 Q4	$7.56M	Buy	+324,742	New	+$7.7M	0.32%	142

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $435M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Whitney's IYLD Position: Q1 2026 in Review

Hancock Whitney increased its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 8.5% in Q1 2026, buying an estimated $21.7K and bringing the position to 12,569 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Hancock Whitney first reported a position in IYLD in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.56M in Q4 2015. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Hancock Whitney held 12,569 shares of iShares Morningstar Multi-Asset Income ETF worth $279K as of Q1 2026.
Hancock Whitney bought 987 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $21.7K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Hancock Whitney's portfolio in Q1 2026, its #682 holding.
Hancock Whitney first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2015 and has held it in 42 quarters since.
Hancock Whitney's iShares Morningstar Multi-Asset Income ETF position peaked at $7.56M in Q4 2015.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.