ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 4,239 Value ($000) $2,006 Avg Close Range
Q3 2025
Shares 4,010 Value ($000) $1,878 Avg Close Range
Q2 2025
Shares 5,452 Value ($000) $2,315 Avg Close Range
Q1 2025
Shares 4,682 Value ($000) $1,690 Avg Close Range
Q4 2024
Shares 5,191 Value ($000) $2,084 Avg Close Range
Q3 2024
Shares 4,572 Value ($000) $1,716 Avg Close Range
Q2 2024
Shares 4,582 Value ($000) $1,670 Avg Close Range
Q1 2024
Shares 5,490 Value ($000) $1,850 Avg Close Range
Q4 2023
Shares 6,532 Value ($000) $1,980 Avg Close Range
Q3 2023
Shares 4,453 Value ($000) $1,184 Avg Close Range
Q2 2023
Shares 4,490 Value ($000) $1,235 Avg Close Range
Q1 2023
Shares 4,186 Value ($000) $1,023 Avg Close Range
Q4 2022
Shares 33,727 Value ($000) $7,226 Avg Close Range
Q3 2022
Shares 4,522 Value ($000) $952 Avg Close Range
Q2 2022
Shares 4,395 Value ($000) $961 Avg Close Range
Q1 2022
Shares 4,395 Value ($000) $1,220 Avg Close Range
Q4 2021
Shares 4,202 Value ($000) $1,284 Avg Close Range
Q3 2021
Shares 4,144 Value ($000) $1,136 Avg Close Range
Q2 2021
Shares 4,524 Value ($000) $1,228 Avg Close Range
Q1 2021
Shares 4,602 Value ($000) $1,118 Avg Close Range
Q4 2020
Shares 4,602 Value ($000) $1,110 Avg Close Range
Q3 2020
Shares 4,889 Value ($000) $1,060 Avg Close Range
Q2 2020
Shares 4,889 Value ($000) $938 Avg Close Range
Q1 2020
Shares 5,657 Value ($000) $852 Avg Close Range
Q4 2019
Shares 5,657 Value ($000) $1,018 Avg Close Range
Q3 2019
Shares 6,158 Value ($000) $1,029 Avg Close Range
Q2 2019
Shares 8,203 Value ($000) $1,285 Avg Close Range
Q1 2019
Shares 7,951 Value ($000) $1,203 Avg Close Range
Q4 2018
Shares 7,951 Value ($000) $1,141 Avg Close Range
Q3 2018
Shares 7,584 Value ($000) $1,118 Avg Close Range
Q2 2018
Shares 9,091 Value ($000) $1,307 Avg Close Range
Q1 2018
Shares 9,383 Value ($000) $1,277 Avg Close Range