Mount Yale Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$150K	Buy	+524	New	+$150K	0.01%	592
2025 Q1	–	Sell	-720	Closed	-$207K	–	550
2024 Q4	$207K	Buy	+720	New	+$207K	0.02%	519