IFWM
IYLD icon

Institute for Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Institute for 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
2026
Q2 		$1.91K Buy
+86
New +$1.9K ﹤0.01% 1598
2020
Q1 		– Sell
-86
Closed -$2K – 553
2019
Q4 		$2K Buy
+86
New +$2.16K ﹤0.01% 663

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Institute for Wealth Management's IYLD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2026: 86 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYLD as recently as Q4 2019.

Institute for Wealth Management first reported a position in IYLD in Q4 2019 and has held it in 2 quarters since. The position peaked at $2K in Q4 2019. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

  • Institute for Wealth Management held 86 shares of iShares Morningstar Multi-Asset Income ETF worth $1.91K as of Q2 2026.
  • iShares Morningstar Multi-Asset Income ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1598 holding.
  • Institute for Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $2K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.