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NorthCrest Asset Manangement’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

NorthCrest Asset Manangement’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
Q2 		– Sell
-10,000
Closed -$201K – 645
2025
Q1 		$201K Hold
10,000
– – 0.01% 565
2024
Q4 		$195K Hold
10,000
– – 0.01% 547
2024
Q3 		$207K Buy
+10,000
New +$202K 0.01% 528

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NorthCrest Asset Manangement's IYLD Position: Q2 2025 in Review

NorthCrest Asset Manangement sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2025, closing a stake of 10,000 shares — an estimated $201K sold.

NorthCrest Asset Manangement first reported a position in IYLD in Q3 2024 and held it in 3 quarters. The position peaked at $207K in Q3 2024. 48 funds tracked by Wall St. Rank hold IYLD as of Q2 2025.

  • NorthCrest Asset Manangement reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 10,000 iShares Morningstar Multi-Asset Income ETF shares in Q2 2025, an estimated $201K.
  • NorthCrest Asset Manangement first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2024 and held it in 3 quarters.
  • NorthCrest Asset Manangement's iShares Morningstar Multi-Asset Income ETF position peaked at $207K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2025, filed 10 Jul 2025.