Wilmington Savings Fund Society’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Wilmington Savings Fund Society’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	–	Sell	-6,604	Closed	-$137K	–	1723
2025 Q2	$137K	Hold	6,604	–	–	﹤0.01%	928
2025 Q1	$133K	Hold	6,604	–	–	﹤0.01%	920
2024 Q4	$129K	Hold	6,604	–	–	﹤0.01%	966
2024 Q3	$136K	Buy	+6,604	New	+$134K	﹤0.01%	929

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

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

PWM

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

KAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Wilmington Savings Fund Society's IYLD Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2025, closing a stake of 6,604 shares — an estimated $137K sold.

Wilmington Savings Fund Society first reported a position in IYLD in Q3 2024 and held it in 4 quarters. The position peaked at $137K in Q2 2025. 54 funds tracked by Wall St. Rank hold IYLD as of Q3 2025.

Wilmington Savings Fund Society reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 6,604 iShares Morningstar Multi-Asset Income ETF shares in Q3 2025, an estimated $137K.
Wilmington Savings Fund Society first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's iShares Morningstar Multi-Asset Income ETF position peaked at $137K in Q2 2025.
54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.