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iShares S&P SmallCap 600 Value Idx shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 S&P SmallCap 600 Value Idx by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 160k 103.07
2023-09-30 $13M 149k 89.22
2023-06-30 $13M 140k 95.09
2023-03-31 $13M 141k 93.59
2022-12-31 $12M 134k 91.31
2022-09-30 $11M 132k 82.45
2022-06-30 $11M 123k 89.03
2022-03-31 $9.9M 97k 102.39
2021-12-31 $7.8M 75k 104.49
2021-09-30 $6.8M 68k 100.68
2021-06-30 $6.7M 64k 105.43
2021-03-31 $6.3M 62k 100.73
2020-12-31 $4.9M 61k 81.31
2020-09-30 $3.5M 29k 122.41
2020-06-30 $3.4M 28k 120.36
2020-03-31 $3.1M 31k 99.95
2019-12-31 $5.0M 31k 160.79
2019-09-30 $4.4M 29k 150.20
2019-06-30 $4.3M 29k 148.63
2019-03-31 $4.3M 29k 147.54
2018-12-31 $3.6M 27k 131.86
2018-09-30 $4.3M 26k 166.92
2018-06-30 $3.7M 23k 163.27
2018-03-31 $3.3M 22k 150.82
2017-12-31 $3.2M 21k 153.59
2017-09-30 $3.1M 21k 148.29
2017-06-30 $2.9M 21k 139.82
2017-03-31 $2.6M 19k 138.68
2016-12-31 $942k 6.7k 139.97
2016-09-30 $713k 5.7k 124.87
2016-06-30 $667k 5.7k 116.83
2016-03-31 $594k 5.2k 113.40
2015-12-31 $551k 5.1k 108.08
2015-09-30 $377k 3.6k 104.66
2015-06-30 $402k 3.4k 117.78
2015-03-31 $405k 3.4k 118.84
2014-12-31 $325k 2.8k 117.97

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 S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Value Idx