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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index 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 MidCap 400 Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
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