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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
2025-09-30 $21M 186k 110.59
2025-06-30 $18M 181k 99.49
2025-03-31 $18M 179k 97.48
2024-12-31 $20M 180k 108.61
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 Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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