ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 2,619 Value ($000) $789 Avg Close — Range —
Q3 2025
Shares 21,226 Value ($000) $5,755 Avg Close — Range —
Q2 2025
Shares 23,620 Value ($000) $5,638 Avg Close — Range —
Q1 2025
Shares 19,840 Value ($000) $3,733 Avg Close — Range —
Q4 2024
Shares 19,006 Value ($000) $4,096 Avg Close — Range —
Q3 2024
Shares 17,423 Value ($000) $4,018 Avg Close — Range —
Q2 2024
Shares 18,969 Value ($000) $4,678 Avg Close — Range —
Q1 2024
Shares 17,990 Value ($000) $4,064 Avg Close — Range —
Q4 2023
Shares 6,374 Value ($000) $3,672 Avg Close — Range —
Q3 2023
Shares 7,059 Value ($000) $3,343 Avg Close — Range —
Q2 2023
Shares 7,214 Value ($000) $3,659 Avg Close — Range —
Q1 2023
Shares 7,505 Value ($000) $3,337 Avg Close — Range —
Q4 2022
Shares 6,988 Value ($000) $2,432 Avg Close — Range —
Q3 2022
Shares 5,515 Value ($000) $1,758 Avg Close — Range —
Q2 2022
Shares 5,245 Value ($000) $1,834 Avg Close — Range —
Q1 2022
Shares 3,498 Value ($000) $1,656 Avg Close — Range —
Q4 2021
Shares 2,514 Value ($000) $1,363 Avg Close — Range —