ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 654 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 654 Value ($000) $239 Avg Close — Range —
Q4 2022
Shares 1,303 Value ($000) $274 Avg Close — Range —
Q3 2020
Shares 3,641 Value ($000) $681 Avg Close — Range —
Q2 2020
Shares 4,687 Value ($000) $805 Avg Close — Range —
Q1 2020
Shares 8,306 Value ($000) $1,176 Avg Close — Range —
Q4 2019
Shares 12,726 Value ($000) $2,273 Avg Close — Range —
Q3 2019
Shares 16,226 Value ($000) $2,778 Avg Close — Range —
Q2 2019
Shares 7,133 Value ($000) $1,142 Avg Close — Range —
Q1 2019
Shares 7,218 Value ($000) $1,136 Avg Close — Range —
Q4 2018
Shares 7,081 Value ($000) $1,068 Avg Close — Range —
Q3 2018
Shares 19,396 Value ($000) $3,024 Avg Close — Range —
Q2 2018
Shares 19,630 Value ($000) $2,983 Avg Close — Range —
Q1 2018
Shares 19,588 Value ($000) $2,877 Avg Close — Range —