IWA
IYLD icon

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

Icon Wealth 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
2024
Q3 		– Sell
-18,657
Closed -$375K – 487
2024
Q2 		$375K Buy
+18,657
New +$370K 0.03% 247

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Icon Wealth Advisors's IYLD Position: Q3 2024 in Review

Icon Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2024, closing a stake of 18,657 shares — an estimated $375K sold.

Icon Wealth Advisors first reported a position in IYLD in Q2 2024 and held it in 1 quarter. The position peaked at $375K in Q2 2024. 55 funds tracked by Wall St. Rank hold IYLD as of Q3 2024.

  • Icon Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 18,657 iShares Morningstar Multi-Asset Income ETF shares in Q3 2024, an estimated $375K.
  • Icon Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $375K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2024.

Based on Icon Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.