ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 9,650 Value ($000) $929 Avg Close Range
Q2 2025
Shares 1,082 Value ($000) $99 Avg Close Range
Q3 2022
Shares 5,595 Value ($000) $348 Avg Close Range
Q2 2022
Shares 5,738 Value ($000) $371 Avg Close Range
Q1 2022
Shares 8,670 Value ($000) $677 Avg Close Range
Q4 2021
Shares 8,190 Value ($000) $680 Avg Close Range
Q3 2021
Shares 8,136 Value ($000) $636 Avg Close Range
Q2 2021
Shares 8,136 Value ($000) $645 Avg Close Range
Q1 2021
Shares 7,865 Value ($000) $581 Avg Close Range
Q1 2020
Shares 10,261 Value ($000) $443 Avg Close Range
Q4 2019
Shares 12,722 Value ($000) $752 Avg Close Range
Q3 2019
Shares 8,469 Value ($000) $486 Avg Close Range
Q2 2019
Shares 8,469 Value ($000) $463 Avg Close Range
Q1 2019
Shares 8,305 Value ($000) $448 Avg Close Range
Q4 2018
Shares 7,413 Value ($000) $387 Avg Close Range
Q3 2018
Shares 7,365 Value ($000) $387 Avg Close Range
Q2 2018
Shares 2,030 Value ($000) $431 Avg Close Range
Q1 2018
Shares 2,030 Value ($000) $419 Avg Close Range