Ishares Morningstar shares owned by Stifel Financial
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 10k | 21.28 |
| 2025-06-30 | $211k | 10k | 20.76 |
| 2025-03-31 | $224k | 11k | 20.08 |
| 2024-12-31 | $214k | 11k | 19.48 |
| 2024-09-30 | $227k | 11k | 20.66 |
| 2024-06-30 | $199k | 10k | 19.84 |
| 2024-03-31 | $200k | 10k | 19.93 |
| 2016-12-31 | $305k | 13k | 24.29 |