IYLD — ISHARES TR

Ownership history in WIN ADVISORS, INC  ·  5 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in ISHARES TR (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
0.66% (2023 Q4)
Avg. % of fund
0.45%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,535 +2,247 +5.6% 0.39% $911K $21.31
2025 Q2 REDUCED 40,288 -13,869 -25.6% 0.40% $836K $19.98
2024 Q3 REDUCED 54,157 -17,663 -24.6% 0.53% $1.1M $19.19
2023 Q4 ADDED 71,820 +58,092 +423.2% 0.66% $1.4M $18.09
2023 Q2 INITIATED 13,728 — — 0.30% $222K $16.80
% of Fund (quarterly)    IYLD price (monthly, adj. close)

Other funds also holding IYLD

As of 2025 Q4 — sorted by position size

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% IHT Wealth Management, LLC 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.01%
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