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IYLDIYLD
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF

RAYMOND JAMES FINANCIAL INC holds 21,007 shares of IYLD (ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF), worth $465,187 as of 2026-Q2. The position was decreased (-0.4% shares). IYLD represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$465,187

Current Shares

21,007

Total Value Change

-$278,366

Total Shares Change

-17,163

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,007
-0.4%
$465,1870.0%$21.91
0
2026-Q1
Decreased
21,094
-18.4%
$458,3650.0%$21.30
0
2025-Q4
Increased
25,848
+5.1%
$553,6740.0%$20.88
26
2025-Q3
Decreased
24,604
-1.0%
$523,5630.0%$20.36
0
2025-Q2
Decreased
24,849
-37.7%
$515,7630.0%$19.59
0
2025-Q1
Increased
39,900
+4.5%
$801,1910.0%$18.77
26
2024-Q4
New
38,170
-
$743,5530.0%$18.09
34

Other major holders of IYLD: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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