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

LVW 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
2025 Q3	$201K	Buy
2024 Q4	–	Sell
2024 Q3	$202K	Buy
2024 Q2	–	Sell
2024 Q1	$208K	Sell
2023 Q4	$856K	Buy
2023 Q3	–	Sell
2023 Q2	$316K	Sell
2023 Q1	$1.48M	Sell
2022 Q4	$2.46M	Buy