IYLD — ISHARES MORNINGSTAR

Ownership history in IHT Wealth Management, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which IHT Wealth Management, LLC reported a position in ISHARES MORNINGSTAR (IYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q3)
Avg. % of fund
0.01%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,982 +690 +5.6% 0.01% $278K $21.31
2025 Q3 UNCHANGED 12,292 — 0% 0.01% $262K $20.77
2025 Q2 REDUCED 12,292 -401 -3.2% 0.01% $255K $19.98
2025 Q1 REDUCED 12,693 -942 -6.9% 0.01% $255K $19.15
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYLD price (monthly, adj. close)

Other funds also holding IYLD

As of 2025 Q4 — sorted by position size

WIN ADVISORS, INC 3Y 0.39% Worth Financial Advisory Group, LLC 3Y 0.12% Tempus Wealth Planning, LLC 3Y 0.1% Kovack Advisors, Inc. 3Y 7Y 0.09% Perigon Wealth Management, LLC 3Y 7Y 0.03% First Heartland Consultants, Inc. 3Y 7Y 0.03% SMITHBRIDGE ASSET MANAGEMENT INC/DE 3Y 7Y 0.02% LVW Advisors, LLC 3Y 7Y 0.02% Grove Bank & Trust 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.01%
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