N.E.W. Advisory Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

N.E.W. Advisory Services’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	$64.6K	Hold	2,916	–	–	﹤0.01%	347
2026 Q1	$63.4K	Hold	2,916	–	–	﹤0.01%	335
2025 Q4	$62.5K	Hold	2,916	–	–	﹤0.01%	335
2025 Q3	$62.1K	Hold	2,916	–	–	0.01%	299
2025 Q2	$60.5K	Hold	2,916	–	–	0.01%	291
2025 Q1	$58.6K	Buy	+2,916	New	+$58.2K	﹤0.01%	336

Other funds holding IYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

N.E.W. Advisory Services's IYLD Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Morningstar Multi-Asset Income ETF (IYLD) position steady in Q2 2026 at 2,916 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

N.E.W. Advisory Services first reported a position in IYLD in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold IYLD as of Q2 2026.

N.E.W. Advisory Services held 2,916 shares of iShares Morningstar Multi-Asset Income ETF worth $64.6K as of Q2 2026.
N.E.W. Advisory Services left its iShares Morningstar Multi-Asset Income ETF share count unchanged in Q2 2026.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #347 holding.
N.E.W. Advisory Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2025 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.