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iShares Russell 2000 Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $75M 374k 200.71
2023-09-30 $68M 384k 176.74
2023-06-30 $72M 386k 187.27
2023-03-31 $70M 392k 178.40
2022-12-31 $67M 384k 174.36
2022-09-30 $63M 382k 164.92
2022-06-30 $60M 357k 169.36
2022-03-31 $70M 341k 205.27
2021-12-31 $72M 324k 222.45
2021-09-30 $66M 302k 218.75
2021-06-30 $67M 292k 229.37
2021-03-31 $61M 275k 220.94
2020-12-31 $59M 300k 196.06
2020-09-30 $44M 290k 149.79
2020-06-30 $36M 250k 143.18
2020-03-31 $31M 275k 114.46
2019-12-31 $47M 283k 165.67
2019-09-30 $43M 285k 151.34
2019-06-30 $43M 277k 155.50
2019-03-31 $29M 186k 153.09
2018-12-31 $26M 191k 133.90
2018-09-30 $31M 182k 168.55
2018-06-30 $31M 186k 163.77
2018-03-31 $28M 186k 151.83
2017-12-31 $27M 180k 152.46
2017-09-30 $27M 182k 148.18
2017-06-30 $26M 181k 140.92
2017-03-31 $24M 176k 137.48
2016-12-31 $23M 168k 134.85
2016-09-30 $20M 160k 124.21
2016-06-30 $18M 160k 114.98
2016-03-31 $18M 166k 110.63
2015-12-31 $19M 169k 112.62
2015-09-30 $17M 160k 109.20
2015-06-30 $20M 161k 124.86
2015-03-31 $20M 157k 124.37
2014-12-31 $17M 145k 119.62
2012-03-31 $8.8M 106k 82.81

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 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index