HighTower Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
|
|||||
|
2025
Q1 | $422K | Buy |
|
|||||
|
2024
Q4 | $400K | Buy |
|
|||||
|
2024
Q3 | $340K | Buy |
|
|||||
|
2024
Q2 | $295K | Buy |
|
|||||
|
2024
Q1 | $244K | Sell |
|
|||||
|
2023
Q4 | $298K | Sell |
|
|||||
|
2023
Q3 | $292K | Buy |
|
|||||
|
2023
Q2 | $277K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $917K | Buy |
|
|||||
|
2019
Q2 | $883K | Buy |
|
|||||
|
2019
Q1 | $787K | Buy |
|
|||||
|
2018
Q4 | $507K | Buy |
|
|||||
|
2018
Q3 | $471K | Buy |
|
|||||
|
2018
Q2 | $437K | Sell |
|
|||||
|
2018
Q1 | $483K | Sell |
|
|||||
|
2017
Q4 | $1.09M | Buy |
|
|||||
|
2017
Q3 | $1.01M | Buy |
|
|||||
|
2017
Q2 | $794K | Buy |
|