ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,763 Value ($000) $10,112 Avg Close — Range —
Q3 2025
Shares 5,317 Value ($000) $3,559 Avg Close — Range —
Q2 2025
Shares 48,511 Value ($000) $30,120 Avg Close — Range —
Q1 2025
Shares 55,580 Value ($000) $31,230 Avg Close — Range —
Q4 2024
Shares 69,230 Value ($000) $40,754 Avg Close — Range —
Q3 2024
Shares 61,792 Value ($000) $35,643 Avg Close — Range —
Q2 2024
Shares 64,598 Value ($000) $35,350 Avg Close — Range —
Q1 2024
Shares 72,711 Value ($000) $38,226 Avg Close — Range —
Q4 2023
Shares 105,775 Value ($000) $50,521 Avg Close — Range —
Q3 2023
Shares 77,594 Value ($000) $33,321 Avg Close — Range —
Q2 2023
Shares 67,827 Value ($000) $30,231 Avg Close — Range —
Q1 2023
Shares 65,050 Value ($000) $26,741 Avg Close — Range —
Q4 2022
Shares 85,759 Value ($000) $32,949 Avg Close — Range —
Q3 2022
Shares 64,921 Value ($000) $23,284 Avg Close — Range —
Q2 2022
Shares 61,193 Value ($000) $23,201 Avg Close — Range —
Q1 2022
Shares 50,390 Value ($000) $22,861 Avg Close — Range —
Q4 2021
Shares 49,513 Value ($000) $23,617 Avg Close — Range —
Q3 2021
Shares 40,249 Value ($000) $17,340 Avg Close — Range —
Q2 2021
Shares 40,827 Value ($000) $17,552 Avg Close — Range —
Q1 2021
Shares 41,340 Value ($000) $16,446 Avg Close — Range —
Q4 2020
Shares 45,335 Value ($000) $17,018 Avg Close — Range —
Q3 2020
Shares 41,103 Value ($000) $13,813 Avg Close — Range —
Q2 2020
Shares 40,420 Value ($000) $12,518 Avg Close — Range —
Q1 2020
Shares 40,506 Value ($000) $10,467 Avg Close — Range —
Q4 2019
Shares 36,280 Value ($000) $11,727 Avg Close — Range —
Q3 2019
Shares 33,524 Value ($000) $10,415 Avg Close — Range —
Q2 2019
Shares 34,056 Value ($000) $9,865 Avg Close — Range —
Q1 2019
Shares 33,640 Value ($000) $9,573 Avg Close — Range —
Q4 2018
Shares 34,054 Value ($000) $9,272 Avg Close — Range —
Q3 2018
Shares 38,462 Value ($000) $10,890 Avg Close — Range —
Q2 2018
Shares 38,374 Value ($000) $10,478 Avg Close — Range —
Q1 2018
Shares 37,877 Value ($000) $10,052 Avg Close — Range —