CWM »

Ishares Morningstar shares owned by CWM

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

Historical chart of CWM investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Morningstar by CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4k 247 21.73
2021-06-30 $4.0k 158 25.32
2021-03-31 $4.0k 158 25.32
2020-12-31 $4.0k 158 25.32
2020-09-30 $4.0k 158 25.32
2020-06-30 $4.0k 158 25.32
2020-03-31 $4.0k 158 25.32
2019-12-31 $4.0k 158 25.32
2019-09-30 $4.0k 158 25.32
2019-06-30 $4.0k 158 25.32
2019-03-31 $4.0k 158 25.32
2016-09-30 $70k 2.8k 25.30

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Index Shs Fds State Street Spd (SPDW)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for CWM

Top funds holding Ishares Morningstar

Morgan Stanley
Bank of America Corporation
Kestra Advisory Services
Silver Oak Securities
Perigon Wealth Management
Royal Bank of Canada
Kovack Advisors
LPL Financial
Tempus Wealth Planning
Wells Fargo & Company
Commonwealth Equity Services
Susquehanna International
Cambridge Investment Research Advisors
Cetera Investment Advisers
HighTower Advisors

View all funds holding Ishares Morningstar