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iShares S&P SmallCap 600 Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $189M 1.6M 116.96
2024-06-30 $164M 1.5M 106.66
2024-03-31 $161M 1.5M 110.52
2023-12-31 $137M 1.3M 108.25
2023-09-30 $114M 1.2M 94.33
2023-06-30 $103M 1.0M 99.65
2023-03-31 $91M 938k 96.70
2022-12-31 $87M 914k 94.64
2022-09-30 $74M 846k 87.19
2022-06-30 $70M 753k 92.41
2022-03-31 $79M 727k 107.88
2021-12-31 $82M 713k 114.51
2021-09-30 $70M 640k 109.19
2021-06-30 $70M 617k 112.98
2021-03-31 $64M 590k 108.53
2020-12-31 $52M 570k 91.90
2020-09-30 $37M 533k 70.23
2020-06-30 $35M 510k 68.29
2020-03-31 $27M 483k 56.11
2019-12-31 $38M 447k 83.85
2019-09-30 $33M 421k 77.84
2019-06-30 $29M 375k 78.28
2019-03-31 $27M 344k 77.15
2018-12-31 $19M 273k 69.32
2018-09-30 $28M 323k 87.24
2018-06-30 $26M 307k 83.46
2018-03-31 $22M 288k 77.01
2017-12-31 $21M 276k 76.81
2017-09-30 $19M 261k 74.22
2017-06-30 $17M 246k 70.11
2017-03-31 $14M 200k 69.16
2016-12-31 $11M 76k 137.51
2016-09-30 $8.7M 70k 124.16
2016-06-30 $8.4M 72k 116.21
2016-03-31 $7.9M 70k 112.57
2015-12-31 $7.7M 70k 110.11
2015-09-30 $5.9M 56k 106.56
2015-06-30 $5.4M 46k 117.87
2015-03-31 $4.9M 41k 118.04
2014-12-31 $3.5M 31k 114.07
2012-03-31 $283k 3.7k 76.18

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 SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index