Ishares Morningstar shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 50k | 20.12 |
| 2023-09-30 | $237k | 13k | 19.04 |
| 2023-06-30 | $265k | 14k | 19.52 |
| 2023-03-31 | $261k | 14k | 19.25 |
| 2022-12-31 | $284k | 15k | 18.98 |
| 2022-09-30 | $260k | 14k | 18.36 |
| 2022-06-30 | $273k | 14k | 19.84 |
| 2022-03-31 | $307k | 14k | 22.39 |
| 2021-12-31 | $331k | 14k | 24.06 |
| 2021-09-30 | $340k | 14k | 23.96 |
| 2021-03-31 | $221k | 9.4k | 23.43 |
| 2020-09-30 | $1.2M | 53k | 22.55 |
| 2020-06-30 | $1.2M | 52k | 22.20 |
| 2020-03-31 | $1.2M | 60k | 20.00 |
| 2019-12-31 | $1.3M | 52k | 25.53 |
| 2019-09-30 | $1.3M | 54k | 24.96 |
| 2019-06-30 | $1.3M | 52k | 25.11 |
| 2019-03-31 | $1.3M | 53k | 24.70 |
| 2018-12-31 | $1.4M | 59k | 23.28 |
| 2018-09-30 | $104k | 4.2k | 24.76 |
| 2018-06-30 | $103k | 4.2k | 24.52 |
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