Worth Financial Advisory Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $289K | Sell |
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2024
Q3 | $333K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $508K | Buy |
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