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iShares S&P NA Tec.-SW. Idx. Fund shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 20k 105.69
2025-09-30 $3.3M 29k 115.01
2025-06-30 $1.3M 12k 109.50
2025-03-31 $1.0M 11k 88.99
2024-12-31 $1.2M 12k 100.12
2024-09-30 $1.0M 11k 89.37
2024-06-30 $973k 11k 86.90
2024-03-31 $816k 9.6k 85.27
2023-12-31 $786k 1.9k 405.68
2023-09-30 $679k 2.0k 341.29
2023-06-30 $793k 2.3k 345.94
2023-03-31 $705k 2.3k 304.72
2022-12-31 $717k 2.8k 255.86
2022-09-30 $693k 2.8k 250.27
2022-06-30 $825k 3.1k 269.61
2022-03-31 $963k 2.8k 345.04
2021-12-31 $1.1M 2.8k 397.53
2021-09-30 $269k 674 399.11
2021-06-30 $229k 586 390.79
2021-03-31 $200k 586 341.30
2020-12-31 $241k 681 353.89
2020-09-30 $228k 732 311.48

More positions owned by MAI Wealth Advisors

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

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Clal Insurance Enterprises Holdings
Menora Mivtachim Holdings
Wellspring Financial Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Phoenix Holdings
Elliott Investment Management
Citadel Advisors
Susquehanna International
Royal Bank of Canada

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund