ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q3 2025
Shares 2,565 Value ($000) $502 Avg Close — Range —
Q2 2025
Shares 12,521 Value ($000) $2,169 Avg Close — Range —
Q1 2025
Shares 14,911 Value ($000) $2,094 Avg Close — Range —
Q4 2024
Shares 14,497 Value ($000) $2,313 Avg Close — Range —
Q3 2024
Shares 16,867 Value ($000) $2,557 Avg Close — Range —
Q2 2024
Shares 19,612 Value ($000) $2,952 Avg Close — Range —
Q1 2024
Shares 21,638 Value ($000) $2,922 Avg Close — Range —
Q4 2023
Shares 18,383 Value ($000) $2,256 Avg Close — Range —
Q3 2023
Shares 14,484 Value ($000) $1,520 Avg Close — Range —
Q2 2023
Shares 27,258 Value ($000) $2,968 Avg Close — Range —
Q1 2023
Shares 26,444 Value ($000) $2,454 Avg Close — Range —
Q4 2022
Shares 20,116 Value ($000) $1,498 Avg Close — Range —
Q1 2022
Shares 2,405 Value ($000) $248 Avg Close — Range —
Q4 2021
Shares 2,512 Value ($000) $288 Avg Close — Range —
Q3 2021
Shares 2,512 Value ($000) $254 Avg Close — Range —