HighTower Advisors
IYLD icon

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

HighTower 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 		$485K Sell
21,900
-373
-2% -$8.25K ﹤0.01% 2775
2026
Q1 		$484K Buy
22,273
+5
+0% +$110 ﹤0.01% 2741
2025
Q4 		$477K Buy
22,268
+3
+0% +$64 ﹤0.01% 2667
2025
Q3 		$474K Sell
22,265
-147
-0.7% -$3.07K ﹤0.01% 2672
2025
Q2 		$465K Buy
22,412
+1,387
+7% +$28K ﹤0.01% 2583
2025
Q1 		$422K Buy
21,025
+484
+2% +$9.66K ﹤0.01% 2596
2024
Q4 		$400K Buy
20,541
+4,082
+25% +$82.3K ﹤0.01% 2654
2024
Q3 		$340K Buy
16,459
+1,630
+11% +$33K ﹤0.01% 2731
2024
Q2 		$295K Buy
14,829
+2,629
+22% +$52.1K ﹤0.01% 2725
2024
Q1 		$244K Sell
12,200
-2,582
-17% -$51K ﹤0.01% 2842
2023
Q4 		$298K Sell
14,782
-562
-4% -$10.8K ﹤0.01% 2704
2023
Q3 		$292K Buy
15,344
+1,115
+8% +$21.5K ﹤0.01% 2617
2023
Q2 		$277K Buy
+14,229
New +$273K ﹤0.01% 2618
2019
Q4 		– Sell
-36,749
Closed -$917K – 2460
2019
Q3 		$917K Buy
36,749
+1,630
+5% +$40.6K 0.01% 1221
2019
Q2 		$883K Buy
35,119
+3,357
+11% +$82.8K 0.01% 1245
2019
Q1 		$787K Buy
31,762
+9,992
+46% +$243K 0.01% 1238
2018
Q4 		$507K Buy
21,770
+2,694
+14% +$64.3K ﹤0.01% 1342
2018
Q3 		$471K Buy
19,076
+1,299
+7% +$32K ﹤0.01% 1487
2018
Q2 		$437K Sell
17,777
-1,483
-8% -$36.6K ﹤0.01% 1515
2018
Q1 		$483K Sell
19,260
-22,936
-54% -$578K ﹤0.01% 1426
2017
Q4 		$1.09M Buy
42,196
+3,093
+8% +$79.4K 0.01% 1061
2017
Q3 		$1.01M Buy
39,103
+8,086
+26% +$207K 0.01% 1084
2017
Q2 		$794K Buy
+31,017
New +$787K 0.01% 1164

Other funds holding IYLD

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors's IYLD Position: Q2 2026 in Review

HighTower Advisors reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 1.7% in Q2 2026, selling an estimated $8.25K and leaving 21,900 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

HighTower Advisors first reported a position in IYLD in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2017. 28 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • HighTower Advisors held 21,900 shares of iShares Morningstar Multi-Asset Income ETF worth $485K as of Q2 2026.
  • HighTower Advisors sold 373 iShares Morningstar Multi-Asset Income ETF shares in Q2 2026, an estimated $8.25K.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2775 holding.
  • HighTower Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2017 and has held it in 23 quarters since.
  • HighTower Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $1.09M in Q4 2017.
  • 28 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.