ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,660 Value ($000) $655 Avg Close Range
Q3 2025
Shares 4,605 Value ($000) $1,114 Avg Close Range
Q2 2025
Shares 22,573 Value ($000) $4,671 Avg Close Range
Q1 2025
Shares 20,513 Value ($000) $4,092 Avg Close Range
Q4 2024
Shares 20,530 Value ($000) $4,536 Avg Close Range
Q3 2024
Shares 18,691 Value ($000) $4,129 Avg Close Range
Q2 2024
Shares 18,551 Value ($000) $3,764 Avg Close Range
Q1 2024
Shares 20,544 Value ($000) $4,320 Avg Close Range
Q4 2023
Shares 20,796 Value ($000) $4,174 Avg Close Range
Q3 2023
Shares 21,053 Value ($000) $3,721 Avg Close Range
Q2 2023
Shares 20,896 Value ($000) $3,913 Avg Close Range
Q1 2023
Shares 24,393 Value ($000) $4,352 Avg Close Range
Q4 2022
Shares 24,695 Value ($000) $4,306 Avg Close Range
Q3 2022
Shares 26,733 Value ($000) $4,409 Avg Close Range
Q2 2022
Shares 25,794 Value ($000) $4,369 Avg Close Range
Q1 2022
Shares 28,116 Value ($000) $5,771 Avg Close Range
Q4 2021
Shares 29,650 Value ($000) $6,596 Avg Close Range
Q3 2021
Shares 25,163 Value ($000) $5,504 Avg Close Range
Q2 2021
Shares 25,058 Value ($000) $5,748 Avg Close Range
Q1 2021
Shares 24,072 Value ($000) $5,319 Avg Close Range
Q4 2020
Shares 22,645 Value ($000) $4,440 Avg Close Range
Q3 2020
Shares 22,915 Value ($000) $3,432 Avg Close Range
Q2 2020
Shares 23,185 Value ($000) $3,320 Avg Close Range
Q1 2020
Shares 23,784 Value ($000) $2,722 Avg Close Range
Q4 2019
Shares 47,236 Value ($000) $7,583 Avg Close Range
Q3 2019
Shares 43,801 Value ($000) $6,957 Avg Close Range
Q2 2019
Shares 46,999 Value ($000) $7,018 Avg Close Range
Q1 2019
Shares 48,549 Value ($000) $7,432 Avg Close Range
Q4 2018
Shares 49,810 Value ($000) $7,526 Avg Close Range
Q3 2018
Shares 44,700 Value ($000) $7,036 Avg Close Range
Q2 2018
Shares 46,464 Value ($000) $7,609 Avg Close Range
Q1 2018
Shares 46,517 Value ($000) $7,063 Avg Close Range