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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
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)
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 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth