ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q2 2025
Shares 533 Value ($000) $187 Avg Close — Range —
Q3 2024
Shares 601 Value ($000) $196 Avg Close — Range —
Q2 2024
Shares 649 Value ($000) $200 Avg Close — Range —
Q4 2021
Shares 757 Value ($000) $210 Avg Close — Range —
Q3 2021
Shares 867 Value ($000) $221 Avg Close — Range —
Q2 2021
Shares 867 Value ($000) $222 Avg Close — Range —
Q1 2021
Shares 867 Value ($000) $206 Avg Close — Range —
Q2 2020
Shares 1,214 Value ($000) $219 Avg Close — Range —
Q1 2020
Shares 1,678 Value ($000) $249 Avg Close — Range —
Q4 2019
Shares 1,709 Value ($000) $322 Avg Close — Range —
Q3 2019
Shares 1,851 Value ($000) $335 Avg Close — Range —
Q2 2019
Shares 1,851 Value ($000) $313 Avg Close — Range —
Q1 2019
Shares 2,097 Value ($000) $350 Avg Close — Range —
Q4 2018
Shares 2,097 Value ($000) $336 Avg Close — Range —
Q3 2018
Shares 2,097 Value ($000) $348 Avg Close — Range —
Q2 2018
Shares 2,097 Value ($000) $340 Avg Close — Range —
Q1 2018
Shares 2,097 Value ($000) $328 Avg Close — Range —