MYIA
Mount Yale Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Sell |
47,368
-4,499
| -9% | -$495K | 0.41% | 42 |
|
|
2025
Q1 | $4.81M | Sell |
51,867
-5,245
| -9% | -$487K | 0.41% | 37 |
|
|
2024
Q4 | $5.8M | Sell |
57,112
-7,327
| -11% | -$744K | 0.47% | 28 |
|
|
2024
Q3 | $6.17M | Sell |
64,439
-5,744
| -8% | -$550K | 0.59% | 26 |
|
|
2024
Q2 | $6.49M | Buy |
70,183
+22,131
| +46% | +$2.05M | 0.51% | 27 |
|
|
2024
Q1 | $4.06M | Sell |
48,052
-1,453
| -3% | -$123K | 0.31% | 72 |
|
|
2023
Q4 | $3.72M | Buy |
49,505
+30,905
| +166% | +$2.32M | 0.35% | 69 |
|
|
2023
Q3 | $1.27M | Buy |
+18,600
| New | +$1.27M | 0.14% | 157 |
|
|
2023
Q1 | – | Sell |
-125,111
| Closed | -$7.32M | – | 506 |
|
|
2022
Q4 | $7.32M | Buy |
+125,111
| New | +$7.32M | 0.83% | 15 |
|
|
2022
Q1 | – | Sell |
-33,563
| Closed | -$2.81M | – | 481 |
|
|
2021
Q4 | $2.81M | Buy |
+33,563
| New | +$2.81M | 0.29% | 85 |
|
|
2021
Q1 | – | Sell |
-18,169
| Closed | -$1.16M | – | 427 |
|
|
2020
Q4 | $1.16M | Buy |
+18,169
| New | +$1.16M | 0.16% | 143 |
|
|
2018
Q4 | – | Sell |
-28
| Closed | -$5K | – | 532 |
|
|
2018
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 879 |
|
|
2018
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 891 |
|
|
2018
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 891 |
|