Mount Yale Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mount Yale Investment Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$26K	Buy
2019 Q4	–	Sell
2019 Q3	$1.09M	Hold
2019 Q2	$995K	Hold
2019 Q1	$986K	Sell
2018 Q4	$976K	Buy