HighTower Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
22,412
+1,387
| +7% | +$28.8K | ﹤0.01% | 2574 |
|
|
2025
Q1 | $422K | Buy |
21,025
+484
| +2% | +$9.72K | ﹤0.01% | 2583 |
|
|
2024
Q4 | $400K | Buy |
20,541
+4,082
| +25% | +$79.5K | ﹤0.01% | 2639 |
|
|
2024
Q3 | $340K | Buy |
16,459
+1,630
| +11% | +$33.7K | ﹤0.01% | 2727 |
|
|
2024
Q2 | $295K | Buy |
14,829
+2,629
| +22% | +$52.3K | ﹤0.01% | 2711 |
|
|
2024
Q1 | $244K | Sell |
12,200
-2,582
| -17% | -$51.6K | ﹤0.01% | 2826 |
|
|
2023
Q4 | $298K | Sell |
14,782
-562
| -4% | -$11.3K | ﹤0.01% | 2684 |
|
|
2023
Q3 | $292K | Buy |
15,344
+1,115
| +8% | +$21.2K | ﹤0.01% | 2606 |
|
|
2023
Q2 | $277K | Buy |
+14,229
| New | +$277K | ﹤0.01% | 2605 |
|
|
2019
Q4 | – | Sell |
-36,749
| Closed | -$917K | – | 2292 |
|
|
2019
Q3 | $917K | Buy |
36,749
+1,630
| +5% | +$40.7K | 0.01% | 1221 |
|
|
2019
Q2 | $883K | Buy |
35,119
+3,357
| +11% | +$84.4K | 0.01% | 1245 |
|
|
2019
Q1 | $787K | Buy |
31,762
+9,992
| +46% | +$248K | 0.01% | 1237 |
|
|
2018
Q4 | $507K | Buy |
21,770
+2,694
| +14% | +$62.7K | ﹤0.01% | 1341 |
|
|
2018
Q3 | $471K | Buy |
19,076
+1,299
| +7% | +$32.1K | ﹤0.01% | 1486 |
|
|
2018
Q2 | $437K | Sell |
17,777
-1,483
| -8% | -$36.5K | ﹤0.01% | 1515 |
|
|
2018
Q1 | $483K | Sell |
19,260
-22,936
| -54% | -$575K | ﹤0.01% | 1424 |
|
|
2017
Q4 | $1.09M | Buy |
42,196
+3,093
| +8% | +$80K | 0.01% | 1059 |
|
|
2017
Q3 | $1.01M | Buy |
39,103
+8,086
| +26% | +$209K | 0.01% | 1082 |
|
|
2017
Q2 | $794K | Buy |
+31,017
| New | +$794K | 0.01% | 1162 |
|