Ishares Morningstar shares owned by LVW Advisors
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $208k | 11k | 19.93 |
| 2023-12-31 | $856k | 43k | 20.12 |
| 2023-06-30 | $316k | 16k | 19.52 |
| 2023-03-31 | $1.5M | 77k | 19.25 |
| 2022-12-31 | $2.5M | 129k | 18.98 |