Royal Bank of Canada’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Royal Bank of Canada’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 Q1	$1.54M	Sell	70,784 -120,727	-63%	-$2.66M	﹤0.01%	3289
2025 Q4	$4.1M	Buy	191,511 +135,148	+240%	+$2.88M	﹤0.01%	2585
2025 Q3	$1.2M	Sell	56,363 -21,909	-28%	-$457K	﹤0.01%	3830
2025 Q2	$1.63M	Buy	78,272 +15,528	+25%	+$314K	﹤0.01%	3472
2025 Q1	$1.26M	Sell	62,744 -237,385	-79%	-$4.74M	﹤0.01%	3287
2024 Q4	$5.85M	Buy	300,129 +238,212	+385%	+$4.81M	﹤0.01%	2194
2024 Q3	$1.28M	Sell	61,917 -5,333	-8%	-$108K	﹤0.01%	3334
2024 Q2	$1.33M	Buy	67,250 +2,127	+3%	+$42.2K	﹤0.01%	3217
2024 Q1	$1.3M	Sell	65,123 -145,362	-69%	-$2.87M	﹤0.01%	3244
2023 Q4	$4.24M	Buy	210,485 +147,152	+232%	+$2.82M	﹤0.01%	2393
2023 Q3	$1.21M	Sell	63,333 -12,815	-17%	-$247K	﹤0.01%	3287
2023 Q2	$1.49M	Buy	76,148 +5,040	+7%	+$96.8K	﹤0.01%	3072
2023 Q1	$1.37M	Sell	71,108 -228,723	-76%	-$4.46M	﹤0.01%	3104
2022 Q4	$5.69M	Buy	299,831 +114,405	+62%	+$2.16M	﹤0.01%	2035
2022 Q3	$3.4M	Sell	185,426 -31,219	-14%	-$618K	﹤0.01%	2393
2022 Q2	$4.3M	Sell	216,645 -50,392	-19%	-$1.05M	﹤0.01%	2226
2022 Q1	$5.97M	Buy	267,037 +81,036	+44%	+$1.86M	﹤0.01%	2109
2021 Q4	$4.47M	Buy	186,001 +13,187	+8%	+$316K	﹤0.01%	2457
2021 Q3	$4.14M	Sell	172,814 -45,472	-21%	-$1.1M	﹤0.01%	2448
2021 Q2	$5.28M	Sell	218,286 -14,140	-6%	-$338K	﹤0.01%	2282
2021 Q1	$5.45M	Sell	232,426 -1,416	-0.6%	-$33.5K	﹤0.01%	2184
2020 Q4	$5.63M	Buy	233,842 +15,608	+7%	+$362K	﹤0.01%	2123
2020 Q3	$4.92M	Buy	218,234 +10,150	+5%	+$231K	﹤0.01%	2015
2020 Q2	$4.62M	Sell	208,084 -322,038	-61%	-$6.86M	﹤0.01%	1995
2020 Q1	$10.6M	Buy	530,122 +72,252	+16%	+$1.75M	0.01%	1288
2019 Q4	$11.7M	Buy	457,870 +81,622	+22%	+$2.05M	﹤0.01%	1523
2019 Q3	$9.39M	Buy	376,248 +207,041	+122%	+$5.15M	﹤0.01%	1614
2019 Q2	$4.25M	Buy	169,207 +27,171	+19%	+$670K	﹤0.01%	2200
2019 Q1	$3.51M	Sell	142,036 -51,114	-26%	-$1.25M	﹤0.01%	2275
2018 Q4	$4.5M	Buy	193,150 +6,209	+3%	+$148K	﹤0.01%	2067
2018 Q3	$4.63M	Buy	186,941 +10,252	+6%	+$253K	﹤0.01%	2168
2018 Q2	$4.34M	Buy	176,689 +17,967	+11%	+$444K	﹤0.01%	2122
2018 Q1	$3.96M	Buy	158,722 +15,538	+11%	+$392K	﹤0.01%	2173
2017 Q4	$3.7M	Buy	143,184 +9,363	+7%	+$240K	﹤0.01%	2269
2017 Q3	$3.46M	Buy	133,821 +7,836	+6%	+$201K	﹤0.01%	2253
2017 Q2	$3.23M	Buy	125,985 +9,888	+9%	+$251K	﹤0.01%	2245
2017 Q1	$2.92M	Buy	116,097 +21,456	+23%	+$532K	﹤0.01%	2273
2016 Q4	$2.3M	Buy	94,641 +25,975	+38%	+$634K	﹤0.01%	2488
2016 Q3	$1.74M	Buy	68,666 +34,514	+101%	+$865K	﹤0.01%	2655
2016 Q2	$850K	Sell	34,152 -1,882	-5%	-$45.7K	﹤0.01%	3253
2016 Q1	$868K	Buy	36,034 +508	+1%	+$11.7K	﹤0.01%	3185
2015 Q4	$827K	Buy	35,526 +1,570	+5%	+$37.2K	﹤0.01%	3290
2015 Q3	$799K	Sell	33,956 -3,342	-9%	-$80.8K	﹤0.01%	3067
2015 Q2	$921K	Buy	37,298 +6,554	+21%	+$167K	﹤0.01%	2996
2015 Q1	$795K	Sell	30,744 -34,037	-53%	-$882K	﹤0.01%	3085
2014 Q4	$1.66M	Buy	+64,781	New	+$1.69M	﹤0.01%	2485

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada's IYLD Position: Q1 2026 in Review

Royal Bank of Canada reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 63% in Q1 2026, selling an estimated $2.66M and leaving 70,784 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Royal Bank of Canada first reported a position in IYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.7M in Q4 2019. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2026.

Royal Bank of Canada held 70,784 shares of iShares Morningstar Multi-Asset Income ETF worth $1.54M as of Q1 2026.
Royal Bank of Canada sold 120,727 iShares Morningstar Multi-Asset Income ETF shares in Q1 2026, an estimated $2.66M.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3289 holding.
Royal Bank of Canada first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and has held it in 46 quarters since.
Royal Bank of Canada's iShares Morningstar Multi-Asset Income ETF position peaked at $11.7M in Q4 2019.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.