ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 4,118 Value ($000) $286 Avg Close Range
Q3 2025
Shares 55,277 Value ($000) $3,763 Avg Close Range
Q2 2025
Shares 54,517 Value ($000) $3,486 Avg Close Range
Q1 2025
Shares 52,619 Value ($000) $3,251 Avg Close Range
Q4 2024
Shares 71,758 Value ($000) $4,402 Avg Close Range
Q3 2024
Shares 55,162 Value ($000) $3,458 Avg Close Range
Q2 2024
Shares 53,714 Value ($000) $3,094 Avg Close Range
Q1 2024
Shares 53,748 Value ($000) $3,121 Avg Close Range
Q4 2023
Shares 59,629 Value ($000) $3,209 Avg Close Range
Q3 2023
Shares 70,083 Value ($000) $3,471 Avg Close Range
Q2 2023
Shares 68,661 Value ($000) $3,538 Avg Close Range
Q4 2022
Shares 77,195 Value ($000) $3,860 Avg Close Range
Q2 2022
Shares 6,212 Value ($000) $296 Avg Close Range
Q4 2020
Shares 14,204 Value ($000) $637 Avg Close Range