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iShares S&P MidCap 400 Value Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $40M 350k 114.04
2023-09-30 $36M 353k 100.93
2023-06-30 $37M 350k 107.13
2023-03-31 $36M 353k 102.77
2022-12-31 $36M 357k 100.80
2022-09-30 $28M 312k 90.00
2022-06-30 $29M 302k 94.41
2022-03-31 $33M 297k 109.64
2021-12-31 $33M 296k 110.68
2021-09-30 $30M 292k 103.04
2021-06-30 $30M 288k 105.34
2021-03-31 $28M 279k 101.93
2020-12-31 $24M 278k 86.30
2020-09-30 $19M 137k 134.86
2020-06-30 $20M 147k 132.94
2020-03-31 $16M 147k 109.75
2019-12-31 $26M 151k 170.73
2019-09-30 $25M 155k 159.90
2019-06-30 $25M 154k 159.47
2019-03-31 $24M 152k 156.97
2018-12-31 $21M 150k 138.34
2018-09-30 $23M 136k 167.33
2018-06-30 $20M 125k 162.03
2018-03-31 $18M 114k 154.50
2017-12-31 $18M 110k 160.11
2017-09-30 $17M 110k 152.73
2017-06-30 $16M 110k 148.55
2017-03-31 $15M 100k 148.45
2016-12-31 $13M 92k 145.21
2016-09-30 $12M 91k 133.00
2016-06-30 $12M 92k 128.05
2016-03-31 $10M 82k 124.04
2015-12-31 $11M 89k 117.20
2015-09-30 $10M 88k 115.35
2015-06-30 $11M 88k 128.96
2015-03-31 $12M 91k 130.95
2014-12-31 $15M 115k 127.83
2012-03-31 $3.5M 41k 85.42

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

View all funds holding iShares S&P MidCap 400 Value Index