MYIA
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Mount Yale Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mount Yale Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,400
Closed -$333K – 1141
2025
Q2 		$333K Hold
2,400
– – 0.03% 431
2025
Q1 		$282K Sell
2,400
-4,871
-67% -$626K 0.02% 452
2024
Q4 		$922K Buy
7,271
+4,871
+203% +$619K 0.07% 214
2024
Q3 		$281K Hold
2,400
– – 0.03% 458
2024
Q2 		$265K Hold
2,400
– – 0.02% 464
2024
Q1 		$274K Sell
2,400
-3,330
-58% -$360K 0.02% 473
2023
Q4 		$599K Buy
5,730
+3,330
+139% +$316K 0.06% 285
2023
Q3 		$219K Hold
2,400
– – 0.02% 459
2023
Q2 		$232K Hold
2,400
– – 0.02% 439
2023
Q1 		$219K Sell
2,400
-8,209
-77% -$733K 0.02% 444
2022
Q4 		$887K Buy
+10,609
New +$893K 0.1% 208
2022
Q2 		– Sell
-2,295
Closed -$231K – 475
2022
Q1 		$231K Sell
2,295
-2,618
-53% -$261K 0.03% 422
2021
Q4 		$566K Buy
+4,913
New +$573K 0.06% 280

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return