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Ishares Morningstar shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Morningstar by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $16k 769 20.12
2023-09-30 $15k 769 19.04
2023-06-30 $15k 769 19.52
2023-03-31 $15k 769 19.25
2022-12-31 $15k 790 18.98

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

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