Worth Financial Advisory Group, LLC
Position in IYLD — iShares Morningstar Multi-Asset Income ETF
CIK 1964358
CHARLOTTE, NC
All Filings in IYLD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 IYLD | $333,452 | 16,140 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 IYLD | $336,625 | 16,967 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 IYLD | $346,323 | 17,377 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 IYLD | $350,188 | 17,405 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 IYLD | $353,439 | 18,563 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 IYLD | $381,869 | 19,563 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 IYLD | $395,202 | 20,530 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 IYLD | $508,037 | 26,767 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||