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iShares Dow Jones US Health Care shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Health Care (IHF) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Dow Jones US Health Care

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Health Care 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 Health Care by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $765k 16k 49.39
2025-06-30 $940k 19k 48.65
2025-03-31 $886k 17k 52.80
2024-12-31 $822k 17k 47.99
2024-09-30 $1.1M 19k 57.11
2024-06-30 $1.0M 19k 52.42
2024-03-31 $1.1M 19k 54.54
2023-12-31 $978k 3.7k 262.53

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 Dow Jones US Health Care

Sather Financial
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Wells Fargo & Company
Kingsview Wealth Management
Wharton Business Group
Element Pointe Advisors
UBS Group
LPL Financial
Cetera Investment Advisers
Bank of New York Mellon
Federation des caisses Desjardins du Quebec
Envestnet Asset Management
Mercer Global Advisors

View all funds holding iShares Dow Jones US Health Care