ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q2 2025
Shares 2,400 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 2,400 Value ($000) $282 Avg Close — Range —
Q4 2024
Shares 7,271 Value ($000) $922 Avg Close — Range —
Q3 2024
Shares 2,400 Value ($000) $281 Avg Close — Range —
Q2 2024
Shares 2,400 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 2,400 Value ($000) $274 Avg Close — Range —
Q4 2023
Shares 5,730 Value ($000) $599 Avg Close — Range —
Q3 2023
Shares 2,400 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 2,400 Value ($000) $232 Avg Close — Range —
Q1 2023
Shares 2,400 Value ($000) $219 Avg Close — Range —
Q4 2022
Shares 10,609 Value ($000) $887 Avg Close — Range —
Q1 2022
Shares 2,295 Value ($000) $231 Avg Close — Range —
Q4 2021
Shares 4,913 Value ($000) $566 Avg Close — Range —