MAI Wealth Advisors »

Ishares Iii Plc Ishares S&p Sm shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Iii Plc Ishares S&p Sm shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Iii Plc Ishares S&p Sm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Iii Plc Ishares S&p Sm held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Iii Plc Ishares S&p Sm by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 11k 94.68
2024-06-30 $937k 11k 86.52
2024-03-31 $973k 11k 89.88

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Ishares Iii Plc Ishares S&p Sm

MAI Wealth Advisors

View all funds holding Ishares Iii Plc Ishares S&p Sm