Ishares Morningstar shares owned by Win Advisors
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Win Advisors
from 13F filings
Historical chart of Win Advisors investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Win Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $911k | 43k | 21.42 |
| 2025-06-30 | $836k | 40k | 20.76 |
| 2024-09-30 | $1.1M | 54k | 20.66 |
| 2023-12-31 | $1.4M | 72k | 20.12 |
| 2023-06-30 | $222k | 14k | 16.19 |