Ishares Morningstar shares owned by Creekmur Asset Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Creekmur Asset Management
from 13F filings
Historical chart of Creekmur Asset Management investment in Ishares Morningstar
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All positions including Ishares Morningstar held by Creekmur Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Morningstar by Creekmur Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 554 | 21.28 |
| 2025-06-30 | $12k | 554 | 20.76 |
| 2025-03-31 | $11k | 554 | 20.08 |
| 2024-12-31 | $11k | 554 | 19.48 |
| 2024-09-30 | $11k | 554 | 20.66 |
| 2024-06-30 | $12k | 616 | 19.84 |
| 2024-03-31 | $13k | 649 | 19.93 |
| 2023-12-31 | $13k | 649 | 20.12 |