ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 41,613 Value ($000) $10,416 Avg Close — Range —
Q3 2025
Shares 11,307 Value ($000) $2,900 Avg Close — Range —
Q2 2025
Shares 5,474 Value ($000) $1,316 Avg Close — Range —
Q1 2025
Shares 5,634 Value ($000) $1,139 Avg Close — Range —
Q4 2024
Shares 5,792 Value ($000) $1,198 Avg Close — Range —
Q4 2022
Shares 6,575 Value ($000) $960 Avg Close — Range —
Q2 2021
Shares 4,697 Value ($000) $815 Avg Close — Range —
Q1 2021
Shares 4,690 Value ($000) $754 Avg Close — Range —