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Ishares Tr shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $669k 19k 34.66
2023-06-30 $691k 19k 35.95
2023-03-31 $560k 17k 33.07
2022-12-31 $386k 13k 30.66
2022-09-30 $424k 15k 27.99
2022-06-30 $231k 7.7k 29.93
2022-03-31 $625k 18k 35.69
2021-12-31 $410k 10k 39.42