Ishares Morningstar shares owned by Mycio Wealth Partners
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Mycio Wealth Partners
from 13F filings
Historical chart of Mycio Wealth Partners investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Mycio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $765k | 37k | 20.66 |
| 2024-06-30 | $735k | 37k | 19.84 |
| 2024-03-31 | $738k | 37k | 19.93 |
| 2023-12-31 | $568k | 28k | 20.12 |
| 2023-09-30 | $537k | 28k | 19.04 |
| 2023-06-30 | $551k | 28k | 19.52 |
| 2023-03-31 | $543k | 28k | 19.25 |
| 2022-12-31 | $536k | 28k | 18.98 |
| 2022-09-30 | $518k | 28k | 18.36 |
| 2022-06-30 | $559k | 28k | 19.81 |
| 2022-03-31 | $631k | 28k | 22.36 |
| 2021-12-31 | $678k | 28k | 24.03 |
| 2021-09-30 | $676k | 28k | 23.96 |
| 2021-06-30 | $682k | 28k | 24.17 |
| 2021-03-31 | $661k | 28k | 23.43 |
| 2020-12-31 | $604k | 25k | 24.06 |
| 2020-09-30 | $566k | 25k | 22.54 |
| 2020-06-30 | $557k | 25k | 22.18 |
| 2020-03-31 | $502k | 25k | 19.99 |
| 2019-12-31 | $641k | 25k | 25.53 |