ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 41,345 Value ($000) $5,096 Avg Close — Range —
Q3 2025
Shares 5,909 Value ($000) $713 Avg Close — Range —
Q2 2025
Shares 47,368 Value ($000) $5,215 Avg Close — Range —
Q1 2025
Shares 51,867 Value ($000) $4,815 Avg Close — Range —
Q4 2024
Shares 57,112 Value ($000) $5,799 Avg Close — Range —
Q3 2024
Shares 64,439 Value ($000) $6,170 Avg Close — Range —
Q2 2024
Shares 70,183 Value ($000) $6,495 Avg Close — Range —
Q1 2024
Shares 48,052 Value ($000) $4,057 Avg Close — Range —
Q4 2023
Shares 49,505 Value ($000) $3,718 Avg Close — Range —
Q3 2023
Shares 18,600 Value ($000) $1,273 Avg Close — Range —
Q4 2022
Shares 125,111 Value ($000) $7,319 Avg Close — Range —
Q4 2021
Shares 33,563 Value ($000) $2,808 Avg Close — Range —
Q4 2020
Shares 18,169 Value ($000) $1,160 Avg Close — Range —
Q3 2018
Shares 28 Value ($000) $5 Avg Close — Range —
Q2 2018
Shares 28 Value ($000) $5 Avg Close — Range —
Q1 2018
Shares 28 Value ($000) $4 Avg Close — Range —