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iShares Dow Jones Select Dividend shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 98k 117.22
2023-09-30 $14M 125k 107.64
2023-06-30 $15M 132k 113.30
2023-03-31 $16M 140k 117.18
2022-12-31 $17M 140k 120.60
2022-09-30 $15M 136k 107.22
2022-06-30 $13M 111k 117.67
2022-03-31 $7.0M 54k 128.14
2021-12-31 $5.9M 49k 122.59
2021-09-30 $4.7M 41k 114.72
2021-06-30 $5.0M 43k 116.63
2021-03-31 $5.0M 44k 114.10
2020-12-31 $4.3M 44k 96.18
2020-09-30 $3.9M 47k 81.54
2020-06-30 $3.9M 48k 80.71
2020-03-31 $3.3M 44k 73.54
2019-12-31 $4.3M 41k 105.65
2019-09-30 $4.2M 41k 101.94
2019-06-30 $4.2M 42k 99.55
2019-03-31 $4.2M 43k 98.18
2018-12-31 $4.1M 46k 89.32
2018-09-30 $4.6M 46k 99.76
2018-06-30 $4.3M 44k 97.74
2018-03-31 $4.2M 44k 95.13
2017-12-31 $4.4M 45k 98.56
2017-09-30 $4.0M 42k 93.65
2017-06-30 $3.7M 40k 92.21
2017-03-31 $3.8M 42k 91.09
2016-12-31 $3.6M 41k 88.57
2016-09-30 $3.5M 40k 85.69
2016-06-30 $3.6M 43k 85.29
2016-03-31 $3.5M 43k 81.67
2015-12-31 $3.2M 43k 75.15
2015-09-30 $4.0M 55k 72.76
2015-06-30 $4.3M 57k 75.15
2015-03-31 $4.4M 56k 77.93
2014-12-31 $3.2M 41k 79.40
2012-03-31 $2.0M 35k 55.95

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend