Wealth Enhancement Advisory Services »

Ishares Morningstar shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Morningstar by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 12k 21.62

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Smith Core Plus (SMTH)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Ishares Morningstar

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
Susquehanna International

View all funds holding Ishares Morningstar