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
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Quarterly reported holdings in Ishares Morningstar by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 821 | 21.28 |
| 2025-06-30 | $17k | 821 | 20.76 |
| 2025-03-31 | $17k | 821 | 20.08 |
| 2024-12-31 | $18k | 931 | 19.48 |
| 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 |