Mount Yale Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$39.6K	Buy
2018 Q4	–	Sell
2018 Q3	$77K	Sell
2018 Q2	$124K	Hold
2018 Q1	$122K	Buy