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Ishares Morningstar shares owned by CoreCap Advisors

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 931 20.66
2024-06-30 $19k 931 19.84
2024-03-31 $19k 931 19.93
2022-12-31 $34k 1.8k 18.98
2022-06-30 $36k 1.8k 20.09
2021-12-31 $44k 1.8k 24.26

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
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View all positions for CoreCap Advisors

Top funds holding Ishares Morningstar

Royal Bank of Canada
Kestra Advisory Services
Morgan Stanley
Bank of America Corporation
LPL Financial
Advisor Group Holdings
Financial Advocates Investment Management
Perigon Wealth Management
Kovack Advisors
Raymond James Financial
Commonwealth Equity Services
Mycio Wealth Partners
Envestnet Asset Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors

View all funds holding Ishares Morningstar