ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 6,365 Value ($000) $1,339 Avg Close Range
Q3 2025
Shares 8,280 Value ($000) $1,686 Avg Close Range
Q2 2025
Shares 1,559 Value ($000) $303 Avg Close Range
Q1 2025
Shares 1,558 Value ($000) $293 Avg Close Range
Q4 2024
Shares 9,048 Value ($000) $1,675 Avg Close Range
Q2 2024
Shares 1,288 Value ($000) $225 Avg Close Range
Q1 2024
Shares 1,288 Value ($000) $231 Avg Close Range
Q4 2023
Shares 29,002 Value ($000) $4,793 Avg Close Range
Q2 2023
Shares 1,376 Value ($000) $217 Avg Close Range
Q1 2023
Shares 1,409 Value ($000) $214 Avg Close Range
Q4 2022
Shares 32,606 Value ($000) $4,945 Avg Close Range
Q3 2022
Shares 1,584 Value ($000) $215 Avg Close Range
Q2 2022
Shares 2,005 Value ($000) $291 Avg Close Range
Q1 2022
Shares 1,715 Value ($000) $285 Avg Close Range
Q4 2021
Shares 1,521 Value ($000) $255 Avg Close Range
Q3 2021
Shares 1,319 Value ($000) $206 Avg Close Range
Q2 2021
Shares 1,319 Value ($000) $209 Avg Close Range
Q1 2020
Shares 2,023 Value ($000) $201 Avg Close Range
Q4 2019
Shares 1,807 Value ($000) $241 Avg Close Range
Q3 2019
Shares 2,415 Value ($000) $320 Avg Close Range
Q2 2019
Shares 5,025 Value ($000) $622 Avg Close Range
Q1 2019
Shares 5,025 Value ($000) $621 Avg Close Range
Q4 2018
Shares 5,025 Value ($000) $602 Avg Close Range
Q3 2018
Shares 5,022 Value ($000) $625 Avg Close Range
Q2 2018
Shares 5,695 Value ($000) $691 Avg Close Range
Q1 2018
Shares 5,299 Value ($000) $636 Avg Close Range