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Ishares Morningstar shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2k 62 19.94
2023-12-31 $1.2k 62 20.11
2023-09-30 $1.2k 62 19.03
2023-06-30 $1.2k 62 19.52

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 20+ Year Tr Bd (TLTW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Emerald Investment Partners

Top funds holding Ishares Morningstar

Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
First Heartland Consultants
Steward Partners Investment Advisory
Baird Financial
Raymond James Financial Services Advisors
Atria Wealth Solutions
Kestra Advisory Services
Cambridge Investment Research Advisors
Mycio Wealth Partners
D.A. Davidson & Co.
Jpmorgan Chase & Co
Farther Finance Advisors
Hancock Bank Trust Department

View all funds holding Ishares Morningstar