ICA Group Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

ICA Group Wealth Management’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
2023 Q3	–	Sell	-150	Closed	-$2.93K	–	718
2023 Q2	$2.93K	Sell	150 -200	-57%	-$3.84K	﹤0.01%	1083
2023 Q1	$6.74K	Hold	350	–	–	﹤0.01%	887
2022 Q4	$7.04K	Buy	+350	New	+$6.61K	﹤0.01%	898

Other funds holding IYLD

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FHC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICA Group Wealth Management's IYLD Position: Q3 2023 in Review

ICA Group Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2023, closing a stake of 150 shares — an estimated $2.93K sold.

ICA Group Wealth Management first reported a position in IYLD in Q4 2022 and held it in 3 quarters. The position peaked at $7.04K in Q4 2022. 47 funds tracked by Wall St. Rank hold IYLD as of Q3 2023.

ICA Group Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 150 iShares Morningstar Multi-Asset Income ETF shares in Q3 2023, an estimated $2.93K.
ICA Group Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and held it in 3 quarters.
ICA Group Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $7.04K in Q4 2022.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.