Ishares Morningstar shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 12k | 21.28 |
| 2025-06-30 | $255k | 12k | 20.76 |
| 2025-03-31 | $255k | 13k | 20.08 |
| 2024-12-31 | $266k | 14k | 19.48 |
| 2024-09-30 | $511k | 25k | 20.67 |
| 2024-06-30 | $267k | 13k | 19.84 |
| 2024-03-31 | $268k | 13k | 19.93 |
| 2023-12-31 | $246k | 12k | 20.12 |
| 2023-09-30 | $227k | 12k | 19.04 |
| 2023-06-30 | $236k | 12k | 19.52 |
| 2023-03-31 | $223k | 12k | 19.25 |
| 2022-12-31 | $198k | 11k | 18.98 |
| 2022-09-30 | $197k | 11k | 18.32 |