Ishares Morningstar shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $250k | 12k | 21.42 |
| 2025-03-31 | $281k | 14k | 20.08 |
| 2024-12-31 | $289k | 15k | 19.48 |
| 2024-09-30 | $334k | 16k | 20.66 |
| 2024-06-30 | $337k | 17k | 19.84 |
| 2024-03-31 | $346k | 17k | 19.93 |
| 2023-12-31 | $350k | 17k | 20.12 |
| 2023-09-30 | $353k | 19k | 19.04 |
| 2023-06-30 | $382k | 20k | 19.52 |
| 2023-03-31 | $395k | 21k | 19.25 |
| 2022-12-31 | $508k | 27k | 18.98 |
More positions owned by Worth Financial Advisory Group
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