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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $69M 750k 91.93
2024-06-30 $67M 758k 88.11
2024-03-31 $70M 767k 91.25
2023-12-31 $60M 757k 79.22
2023-09-30 $56M 776k 72.24
2023-06-30 $59M 782k 75.00
2023-03-31 $56M 786k 71.51
2022-12-31 $53M 780k 68.30
2022-09-30 $47M 742k 63.02
2022-06-30 $47M 730k 63.73
2022-03-31 $51M 657k 77.27
2021-12-31 $54M 637k 85.26
2021-09-30 $49M 613k 79.19
2021-06-30 $47M 583k 80.93
2021-03-31 $44M 560k 78.37
2020-12-31 $39M 540k 72.22
2020-09-30 $32M 133k 239.18
2020-06-30 $29M 130k 224.02
2020-03-31 $23M 128k 178.46
2019-12-31 $28M 119k 238.11
2019-09-30 $27M 119k 223.86
2019-06-30 $27M 119k 226.27
2019-03-31 $26M 117k 219.10
2018-12-31 $21M 111k 191.23
2018-09-30 $25M 106k 232.94
2018-06-30 $23M 101k 224.78
2018-03-31 $20M 89k 218.33
2017-12-31 $19M 86k 215.83
2017-09-30 $17M 85k 202.36
2017-06-30 $17M 84k 196.62
2017-03-31 $16M 82k 190.91
2016-12-31 $15M 83k 182.20
2016-09-30 $15M 87k 174.73
2016-06-30 $15M 88k 169.11
2016-03-31 $13M 81k 162.61
2015-12-31 $14M 88k 160.96
2015-09-30 $13M 82k 157.09
2015-06-30 $11M 65k 169.51
2015-03-31 $9.9M 58k 171.51
2014-12-31 $9.1M 57k 159.67
2012-03-31 $5.6M 49k 112.45

More positions owned by MAI Wealth Advisors

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

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth