Mount Yale Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,010 shares of IWF stock, worth $1.89 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,010

Previous 5,452 26.45%

Holding current value

$1.89 Million

Previous $2.31 Million 18.84%

% of portfolio

0.14%

Previous 0.19%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$420.11 - $472.68 $605,798 - $681,604	-1,442 Reduced 26.45%	4,010 $1.88 Million
Q2 2025 Aug 12, 2025	BUY	$320.42 - $424.58 $246,723 - $326,926	770 Added 16.45%	5,452 $2.31 Million
Q1 2025 Apr 16, 2025	SELL	$360.07 - $417.26 $183,275 - $212,385	-509 Reduced 9.81%	4,682 $1.69 Million
Q4 2024 Jan 22, 2025	BUY	$370.24 - $418.94 $229,178 - $259,323	619 Added 13.54%	5,191 $2.08 Million
Q3 2024 Oct 23, 2024	SELL	$332.02 - $382.76 $3,320 - $3,827	-10 Reduced 0.22%	4,572 $1.72 Million

Q2 2024 Aug 13, 2024	SELL	$316.15 - $367.33 $287,064 - $333,535	-908 Reduced 16.54%	4,582 $1.67 Million
Q1 2024 May 15, 2024	SELL	$294.43 - $339.01 $306,796 - $353,248	-1,042 Reduced 15.95%	5,490 $1.85 Million
Q4 2023 Feb 12, 2024	BUY	$256.94 - $304.21 $534,178 - $632,452	2,079 Added 46.69%	6,532 $1.98 Million
Q3 2023 Oct 11, 2023	SELL	$263.8 - $285.38 $9,760 - $10,559	-37 Reduced 0.82%	4,453 $1.18 Million
Q2 2023 Aug 14, 2023	BUY	$239.31 - $275.18 $72,750 - $83,654	304 Added 7.26%	4,490 $1.24 Million
Q1 2023 May 11, 2023	SELL	$209.92 - $244.33 $6.2 Million - $7.22 Million	-29,541 Reduced 87.59%	4,186 $1.02 Million
Q4 2022 Feb 13, 2023	BUY	$207.03 - $232.89 $6.05 Million - $6.8 Million	29,205 Added 645.84%	33,727 $7.23 Million
Q3 2022 Nov 07, 2022	BUY	$210.4 - $257.47 $26,720 - $32,698	127 Added 2.89%	4,522 $952,000
Q1 2022 May 03, 2022	BUY	$246.62 - $307.78 $47,597 - $59,401	193 Added 4.59%	4,395 $1.22 Million
Q4 2021 Feb 02, 2022	BUY	$270.99 - $309.52 $15,717 - $17,952	58 Added 1.4%	4,202 $1.28 Million
Q3 2021 Nov 02, 2021	SELL	$272.07 - $292.68 $103,386 - $111,218	-380 Reduced 8.4%	4,144 $1.14 Million
Q2 2021 Aug 04, 2021	SELL	$244.58 - $272.16 $19,077 - $21,228	-78 Reduced 1.69%	4,524 $1.23 Million
Q4 2020 Feb 12, 2021	SELL	$209.58 - $241.25 $60,149 - $69,238	-287 Reduced 5.87%	4,602 $1.11 Million
Q2 2020 Jul 09, 2020	SELL	$144.16 - $193.61 $110,714 - $148,692	-768 Reduced 13.58%	4,889 $938,000
Q4 2019 Feb 13, 2020	SELL	$155.29 - $176.84 $77,800 - $88,596	-501 Reduced 8.14%	5,657 $1.02 Million
Q3 2019 Nov 14, 2019	SELL	$158.47 - $162.55 $324,071 - $332,414	-2,045 Reduced 24.93%	6,158 $1.03 Million
Q2 2019 Aug 13, 2019	BUY	N/A	252 Added 3.17%	8,203 $1.29 Million
Q4 2018 Feb 14, 2019	BUY	N/A	367 Added 4.84%	7,951 $1.14 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-1,507 Reduced 16.58%	7,584 $1.12 Million
Q2 2018 Aug 22, 2018	SELL	N/A	-292 Reduced 3.11%	9,091 $1.31 Million
Q1 2018 Jun 25, 2018	BUY	N/A	9,383 New	9,383 $1.28 Million

Others Institutions Holding IWF

# of Institutions

2,629

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History