iShares S&P NA Nat. Re. Sc. Idx shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares S&P NA Nat. Re. Sc. Idx
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Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $15k | 300 | 50.20 |
| 2025-09-30 | $15k | 300 | 49.05 |
| 2025-06-30 | $13k | 300 | 44.25 |
| 2025-03-31 | $14k | 300 | 45.47 |
| 2024-12-31 | $13k | 300 | 42.73 |
| 2017-09-30 | $260k | 7.7k | 33.70 |
| 2017-06-30 | $353k | 11k | 31.67 |
| 2017-03-31 | $384k | 11k | 34.30 |
| 2016-12-31 | $625k | 17k | 35.93 |
| 2016-09-30 | $578k | 17k | 34.47 |
| 2016-06-30 | $559k | 17k | 33.20 |
| 2016-03-31 | $526k | 18k | 29.74 |
| 2015-12-31 | $554k | 20k | 28.14 |
| 2015-09-30 | $1.8M | 61k | 29.04 |
| 2015-06-30 | $2.5M | 69k | 36.29 |
| 2015-03-31 | $2.8M | 75k | 37.54 |
| 2014-12-31 | $3.3M | 85k | 38.32 |
| 2012-03-31 | $3.4M | 86k | 39.41 |
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