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iShares S&P NA Tec.-Mul. Net. Idx. shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec.-Mul. Net. Idx. (IDGT) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares S&P NA Tec.-Mul. Net. Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-Mul. Net. Idx. 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 S&P NA Tec.-Mul. Net. Idx. by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 154 86.84
2025-06-30 $13k 154 82.90
2025-03-31 $11k 154 73.57
2024-12-31 $12k 153 80.58

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P NA Tec.-Mul. Net. Idx.

Aprio Wealth Management
LPL Financial
Long Run Wealth Advisors
Thrivent Financial for Lutherans
Citadel Advisors
Envestnet Asset Management
Raymond James Financial
Mml Investors Services
Goldman Sachs Group
Cetera Investment Advisers
UBS Group
Gts Securities
Morgan Stanley
Krilogy Financial
Cora Capital Advisors

View all funds holding iShares S&P NA Tec.-Mul. Net. Idx.