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iShares Russell Midcap Growth Idx. shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth 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 Russell Midcap Growth Idx. by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 114k 104.46
2023-09-30 $9.6M 106k 91.35
2023-06-30 $10M 107k 96.63
2023-03-31 $11M 115k 91.05
2022-12-31 $9.7M 116k 83.60
2022-09-30 $5.0M 63k 78.44
2022-06-30 $6.5M 82k 79.22
2022-03-31 $4.4M 43k 100.50
2021-12-31 $5.1M 45k 115.22
2021-09-30 $4.3M 39k 112.06
2021-06-30 $4.4M 39k 113.20
2021-03-31 $3.9M 38k 102.06
2020-12-31 $3.4M 34k 102.64
2020-09-30 $1.6M 9.5k 172.83
2020-06-30 $1.5M 9.2k 158.16
2020-03-31 $1.1M 9.1k 121.56
2019-12-31 $1.4M 9.3k 152.54
2019-09-30 $1.3M 9.3k 141.31
2019-06-30 $1.4M 9.8k 142.61
2019-03-31 $1.4M 10k 135.70
2018-12-31 $1.2M 11k 113.68
2018-09-30 $1.4M 10k 135.58
2018-06-30 $1.3M 10k 126.73
2018-03-31 $1.2M 10k 122.98
2017-12-31 $1.2M 10k 120.67
2017-09-30 $1.1M 10k 113.16
2017-06-30 $1.1M 10k 108.06
2017-03-31 $427k 4.1k 103.77
2016-12-31 $415k 4.3k 97.39
2016-09-30 $415k 4.3k 97.39
2016-06-30 $394k 4.2k 93.68
2016-03-31 $360k 3.9k 92.14
2015-12-31 $358k 3.9k 91.94
2015-09-30 $345k 3.9k 88.60
2015-06-30 $377k 3.9k 96.82
2015-03-31 $381k 3.9k 97.84
2014-12-31 $339k 3.6k 93.29
2012-03-31 $248k 3.9k 62.94

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 Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding iShares Russell Midcap Growth Idx.