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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Win Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Win Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 72k 20.12
2023-06-30 $222k 14k 16.19

More positions owned by Win Advisors

Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Msci Usa Mmentm (MTUM)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Wellington Us Momentum (VFMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)

View all positions for Win Advisors

Top funds holding Ishares Morningstar

Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
First Heartland Consultants
Steward Partners Investment Advisory
Baird Financial
Raymond James Financial Services Advisors
Atria Wealth Solutions
Kestra Advisory Services
Cambridge Investment Research Advisors
Mycio Wealth Partners
D.A. Davidson & Co.
Jpmorgan Chase & Co
Farther Finance Advisors
Hancock Bank Trust Department

View all funds holding Ishares Morningstar