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iShares Russell Midcap Value Index shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 71k 116.29
2023-09-30 $7.1M 68k 104.34
2023-06-30 $7.2M 66k 109.84
2023-03-31 $7.1M 67k 106.20
2022-12-31 $7.3M 70k 105.34
2022-09-30 $5.3M 55k 96.04
2022-06-30 $5.4M 53k 101.58
2022-03-31 $5.4M 45k 119.65
2021-12-31 $5.1M 41k 122.38
2021-09-30 $3.8M 34k 113.26
2021-06-30 $3.8M 34k 114.97
2021-03-31 $3.6M 33k 109.31
2020-12-31 $3.0M 31k 96.96
2020-09-30 $1.5M 19k 80.83
2020-06-30 $1.4M 18k 76.53
2020-03-31 $1.1M 18k 64.06
2019-12-31 $1.9M 20k 94.77
2019-09-30 $1.8M 20k 89.72
2019-06-30 $1.8M 20k 89.15
2019-03-31 $1.7M 19k 86.87
2018-12-31 $1.4M 18k 76.34
2018-09-30 $1.6M 18k 90.24
2018-06-30 $1.6M 18k 88.48
2018-03-31 $1.4M 16k 86.45
2017-12-31 $1.6M 18k 89.16
2017-09-30 $1.7M 19k 84.94
2017-06-30 $1.4M 17k 84.07
2017-03-31 $1.1M 14k 83.00
2016-12-31 $1.2M 15k 80.39
2016-09-30 $742k 9.7k 76.81
2016-06-30 $783k 11k 74.34
2016-03-31 $702k 9.9k 70.97
2015-12-31 $660k 9.6k 68.66
2015-09-30 $598k 8.9k 67.09
2015-06-30 $675k 9.1k 73.78
2015-03-31 $677k 9.0k 75.28
2014-12-31 $430k 5.8k 73.77

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 Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index