iShares S&P MidCap 400 Index shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $259M | 4.2M | 62.32 |
| 2024-06-30 | $227M | 3.9M | 58.52 |
| 2024-03-31 | $221M | 3.6M | 60.74 |
| 2023-12-31 | $181M | 654k | 277.15 |
| 2023-09-30 | $153M | 613k | 249.35 |
| 2023-06-30 | $150M | 572k | 261.48 |
| 2023-03-31 | $130M | 521k | 250.16 |
| 2022-12-31 | $118M | 487k | 241.89 |
| 2022-09-30 | $93M | 425k | 219.26 |
| 2022-06-30 | $88M | 390k | 226.23 |
| 2022-03-31 | $99M | 369k | 268.34 |
| 2021-12-31 | $97M | 343k | 283.08 |
| 2021-09-30 | $86M | 328k | 263.07 |
| 2021-06-30 | $83M | 308k | 268.73 |
| 2021-03-31 | $75M | 288k | 260.28 |
| 2020-12-31 | $62M | 270k | 229.83 |
| 2020-09-30 | $46M | 246k | 185.31 |
| 2020-06-30 | $43M | 239k | 177.82 |
| 2020-03-31 | $41M | 283k | 143.86 |
| 2019-12-31 | $63M | 307k | 205.82 |
| 2019-09-30 | $57M | 295k | 193.23 |
| 2019-06-30 | $54M | 278k | 194.26 |
| 2019-03-31 | $51M | 268k | 189.40 |
| 2018-12-31 | $41M | 246k | 166.06 |
| 2018-09-30 | $54M | 268k | 201.29 |
| 2018-06-30 | $51M | 260k | 194.78 |
| 2018-03-31 | $46M | 244k | 187.57 |
| 2017-12-31 | $44M | 231k | 189.78 |
| 2017-09-30 | $39M | 218k | 178.90 |
| 2017-06-30 | $36M | 207k | 173.95 |
| 2017-03-31 | $30M | 177k | 171.22 |
| 2016-12-31 | $24M | 147k | 165.34 |
| 2016-09-30 | $21M | 136k | 154.71 |
| 2016-06-30 | $20M | 132k | 149.39 |
| 2016-03-31 | $18M | 125k | 144.19 |
| 2015-12-31 | $18M | 125k | 139.32 |
| 2015-09-30 | $15M | 108k | 136.61 |
| 2015-06-30 | $8.8M | 59k | 149.98 |
| 2015-03-31 | $6.7M | 44k | 151.98 |
| 2014-12-31 | $4.3M | 30k | 144.79 |