Win Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
+40,288
| New | +$836K | 0.4% | 38 |
|
|
2024
Q4 | – | Sell |
-54,157
| Closed | -$1.12M | – | 66 |
|
|
2024
Q3 | $1.12M | Buy |
+54,157
| New | +$1.12M | 0.53% | 32 |
|
|
2024
Q1 | – | Sell |
-71,820
| Closed | -$1.45M | – | 72 |
|
|
2023
Q4 | $1.45M | Buy |
+71,820
| New | +$1.45M | 0.66% | 29 |
|
|
2023
Q3 | – | Sell |
-13,728
| Closed | -$222K | – | 56 |
|
|
2023
Q2 | $222K | Buy |
+13,728
| New | +$222K | 0.3% | 35 |
|