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Ishares Morningstar shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in Ishares Morningstar

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

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Quarterly reported holdings in Ishares Morningstar by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 2.9k 21.28
2025-06-30 $61k 2.9k 20.76
2025-03-31 $59k 2.9k 20.08

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for N.E.W. Advisory Services

Top funds holding Ishares Morningstar

Morgan Stanley
Elevation Capital Advisory
LPL Financial
Perigon Wealth Management
Kestra Advisory Services
Royal Bank of Canada
Kovack Advisors
Commonwealth Equity Services
Wells Fargo & Company
Jane Street
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Ishares Morningstar