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ISHARES TR MSCI Small Cap msci small cap shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap 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 TR MSCI Small Cap msci small cap by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 214k 61.90
2023-09-30 $12M 216k 56.47
2023-06-30 $13M 218k 58.98
2023-03-31 $12M 203k 59.51
2022-12-31 $12M 207k 56.48
2022-09-30 $11M 222k 48.78
2022-06-30 $13M 234k 54.59
2022-03-31 $15M 222k 66.34
2021-12-31 $15M 205k 73.09
2021-09-30 $14M 188k 74.41
2021-06-30 $12M 164k 74.16
2021-03-31 $10M 139k 71.84
2020-12-31 $8.0M 117k 68.35
2020-09-30 $6.6M 113k 58.99
2020-06-30 $6.2M 115k 53.62
2020-03-31 $5.7M 127k 44.83
2019-12-31 $8.6M 138k 62.28
2019-09-30 $7.7M 135k 57.23
2019-06-30 $7.7M 134k 57.40
2019-03-31 $7.6M 132k 57.44
2018-12-31 $6.6M 128k 51.82
2018-09-30 $8.1M 130k 62.28
2018-06-30 $7.7M 123k 62.74
2018-03-31 $8.0M 123k 65.19
2017-12-31 $7.5M 117k 64.50
2017-09-30 $6.6M 106k 62.00
2017-06-30 $6.1M 105k 57.84
2017-03-31 $5.5M 102k 54.14
2016-12-31 $4.9M 98k 49.84
2016-09-30 $4.6M 88k 52.40
2016-06-30 $4.3M 89k 48.26
2016-03-31 $4.3M 85k 49.80
2015-12-31 $5.3M 107k 49.95
2015-09-30 $4.9M 103k 47.77
2015-06-30 $5.3M 103k 51.02
2015-03-31 $4.2M 85k 49.47
2014-12-31 $1.2M 25k 46.72
2012-03-31 $331k 8.3k 40.12

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 TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap