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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF 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 Dow Jones US Brok-Dea. Ind.ETF by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 118 164.19
2025-12-31 $3.1k 17 179.41
2025-09-30 $4.8k 27 176.89
2025-06-30 $2.9k 17 169.18
2025-03-31 $2.4k 17 140.12
2024-12-31 $2.4k 17 144.12

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Harel Insurance Investments & Financial Services
Fisher Investments
Morgan Stanley
Two Sigma Investments
Wells Fargo & Company
Mml Investors Services
Ameriprise Financial
Bank of America Corporation
LPL Financial
AlphaCore Capital
Advisor Group Holdings
Royal Bank of Canada
UBS Group
Equitable Holdings
Advisory Services Network

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF