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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 164k 107.66
2024-06-30 $16M 163k 97.27
2024-03-31 $17M 167k 102.76
2023-12-31 $17M 160k 103.07
2023-09-30 $13M 149k 89.22
2023-06-30 $13M 140k 95.09
2023-03-31 $13M 141k 93.59
2022-12-31 $12M 134k 91.31
2022-09-30 $11M 132k 82.45
2022-06-30 $11M 123k 89.03
2022-03-31 $9.9M 97k 102.39
2021-12-31 $7.8M 75k 104.49
2021-09-30 $6.8M 68k 100.68
2021-06-30 $6.7M 64k 105.43
2021-03-31 $6.3M 62k 100.73
2020-12-31 $4.9M 61k 81.31
2020-09-30 $3.5M 29k 122.41
2020-06-30 $3.4M 28k 120.36
2020-03-31 $3.1M 31k 99.95
2019-12-31 $5.0M 31k 160.79
2019-09-30 $4.4M 29k 150.20
2019-06-30 $4.3M 29k 148.63
2019-03-31 $4.3M 29k 147.54
2018-12-31 $3.6M 27k 131.86
2018-09-30 $4.3M 26k 166.92
2018-06-30 $3.7M 23k 163.27
2018-03-31 $3.3M 22k 150.82
2017-12-31 $3.2M 21k 153.59
2017-09-30 $3.1M 21k 148.29
2017-06-30 $2.9M 21k 139.82
2017-03-31 $2.6M 19k 138.68
2016-12-31 $942k 6.7k 139.97
2016-09-30 $713k 5.7k 124.87
2016-06-30 $667k 5.7k 116.83
2016-03-31 $594k 5.2k 113.40
2015-12-31 $551k 5.1k 108.08
2015-09-30 $377k 3.6k 104.66
2015-06-30 $402k 3.4k 117.78
2015-03-31 $405k 3.4k 118.84
2014-12-31 $325k 2.8k 117.97

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 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx