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iShares Russell 1000 Value Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index 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 Russell 1000 Value Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $42M 252k 165.25
2023-09-30 $38M 247k 151.82
2023-06-30 $38M 238k 157.83
2023-03-31 $35M 231k 152.26
2022-12-31 $35M 231k 151.65
2022-09-30 $31M 226k 135.99
2022-06-30 $30M 209k 144.97
2022-03-31 $33M 200k 165.98
2021-12-31 $32M 191k 167.93
2021-09-30 $29M 185k 156.51
2021-06-30 $29M 183k 158.62
2021-03-31 $26M 174k 151.55
2020-12-31 $23M 171k 136.73
2020-09-30 $18M 155k 118.13
2020-06-30 $17M 152k 112.62
2020-03-31 $15M 153k 99.18
2019-12-31 $20M 150k 136.48
2019-09-30 $19M 147k 128.26
2019-06-30 $18M 141k 127.22
2019-03-31 $17M 141k 123.49
2018-12-31 $16M 140k 111.05
2018-09-30 $14M 113k 126.62
2018-06-30 $13M 109k 121.38
2018-03-31 $12M 99k 119.96
2017-12-31 $12M 93k 124.34
2017-09-30 $11M 92k 118.51
2017-06-30 $11M 94k 116.43
2017-03-31 $10M 88k 114.93
2016-12-31 $9.7M 87k 112.03
2016-09-30 $8.7M 82k 105.62
2016-06-30 $7.6M 74k 103.23
2016-03-31 $7.1M 72k 98.81
2015-12-31 $7.3M 74k 97.87
2015-09-30 $7.1M 76k 93.28
2015-06-30 $7.7M 75k 103.15
2015-03-31 $7.4M 71k 103.08
2014-12-31 $7.2M 69k 104.40
2012-03-31 $3.9M 55k 70.08

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 Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index