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Ishares Morningstar shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Morningstar by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $657k 33k 20.12
2023-09-30 $290k 15k 19.04
2023-06-30 $280k 14k 19.52
2023-03-31 $262k 14k 19.25
2022-12-31 $258k 14k 18.98
2020-12-31 $1.3M 55k 24.02

More positions owned by Kestra Advisory Services

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Parker-Hannifin Corporation (PH)
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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VTI)
Amazon (AMZN)
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Vanguard Index Fds Small Cp Etf (VUG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Rba Indl Etf (RDVY)
Vanguard Index Fds Small Cp Etf (VTV)
Ishares Tr Msci Ac Asia Etf (IJR)

View all positions for Kestra Advisory Services

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