ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 25,876 Value ($000) $2,436 Avg Close Range
Q3 2025
Shares 35,954 Value ($000) $3,421 Avg Close Range
Q2 2025
Shares 6,567 Value ($000) $616 Avg Close Range
Q1 2025
Shares 8,945 Value ($000) $838 Avg Close Range
Q4 2024
Shares 10,345 Value ($000) $919 Avg Close Range
Q3 2024
Shares 9,945 Value ($000) $908 Avg Close Range
Q2 2024
Shares 18,871 Value ($000) $1,584 Avg Close Range
Q1 2024
Shares 17,306 Value ($000) $1,446 Avg Close Range
Q4 2023
Shares 26,144 Value ($000) $2,040 Avg Close Range
Q3 2023
Shares 31,661 Value ($000) $2,292 Avg Close Range
Q2 2023
Shares 35,723 Value ($000) $2,655 Avg Close Range
Q1 2023
Shares 30,309 Value ($000) $2,205 Avg Close Range
Q4 2022
Shares 24,134 Value ($000) $1,740 Avg Close Range
Q3 2022
Shares 24,321 Value ($000) $1,608 Avg Close Range
Q2 2022
Shares 19,431 Value ($000) $1,364 Avg Close Range
Q1 2022
Shares 17,851 Value ($000) $1,385 Avg Close Range
Q4 2021
Shares 19,465 Value ($000) $1,575 Avg Close Range
Q3 2021
Shares 10,102 Value ($000) $742 Avg Close Range
Q2 2021
Shares 9,634 Value ($000) $709 Avg Close Range
Q1 2021
Shares 15,785 Value ($000) $1,092 Avg Close Range
Q4 2020
Shares 19,123 Value ($000) $1,298 Avg Close Range
Q3 2020
Shares 14,705 Value ($000) $937 Avg Close Range
Q2 2020
Shares 15,679 Value ($000) $951 Avg Close Range
Q1 2020
Shares 22,206 Value ($000) $1,199 Avg Close Range
Q4 2019
Shares 20,998 Value ($000) $1,410 Avg Close Range
Q3 2019
Shares 14,397 Value ($000) $913 Avg Close Range
Q2 2019
Shares 8,485 Value ($000) $529 Avg Close Range
Q1 2019
Shares 8,438 Value ($000) $496 Avg Close Range
Q4 2018
Shares 8,438 Value ($000) $473 Avg Close Range
Q3 2018
Shares 8,438 Value ($000) $477 Avg Close Range
Q2 2018
Shares 8,438 Value ($000) $449 Avg Close Range
Q1 2018
Shares 8,438 Value ($000) $438 Avg Close Range