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