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iShares Russell Midcap Index Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Index Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 312k 77.73
2023-09-30 $21M 304k 69.25
2023-06-30 $22M 306k 73.03
2023-03-31 $22M 307k 69.92
2022-12-31 $21M 318k 67.45
2022-09-30 $19M 311k 62.15
2022-06-30 $17M 257k 64.66
2022-03-31 $20M 252k 78.04
2021-12-31 $21M 255k 83.01
2021-09-30 $16M 198k 78.22
2021-06-30 $15M 192k 79.24
2021-03-31 $13M 179k 73.93
2020-12-31 $12M 170k 68.55
2020-09-30 $9.6M 167k 57.38
2020-06-30 $9.0M 168k 53.60
2020-03-31 $1.5M 34k 43.17
2019-12-31 $1.4M 24k 59.61
2019-09-30 $1.4M 26k 55.95
2019-06-30 $1.5M 27k 55.89
2019-03-31 $1.8M 33k 53.95
2018-12-31 $1.8M 38k 46.48
2018-09-30 $1.9M 8.8k 220.47
2018-06-30 $1.9M 8.8k 212.18
2018-03-31 $1.8M 8.8k 206.38
2017-12-31 $1.8M 8.8k 208.14
2017-09-30 $1.7M 8.8k 197.10
2017-06-30 $1.7M 8.9k 192.16
2017-03-31 $1.6M 8.5k 187.23
2016-12-31 $1.2M 6.7k 178.85
2016-09-30 $685k 3.9k 174.26
2016-06-30 $655k 3.9k 168.16
2016-03-31 $635k 3.9k 163.03
2015-12-31 $624k 3.9k 160.21
2015-09-30 $606k 3.9k 155.58
2015-06-30 $605k 3.6k 170.33
2015-03-31 $605k 3.5k 173.25
2014-12-31 $575k 3.4k 167.05
2012-03-31 $503k 4.5k 110.72

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 Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund