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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 80k 139.49
2024-06-30 $10M 80k 128.43
2024-03-31 $10M 78k 130.73
2023-12-31 $9.3M 74k 125.14
2023-09-30 $7.9M 72k 109.68
2023-06-30 $8.4M 73k 114.93
2023-03-31 $9.1M 82k 109.94
2022-12-31 $8.9M 82k 108.07
2022-09-30 $7.2M 71k 101.67
2022-06-30 $6.5M 62k 105.32
2022-03-31 $6.9M 55k 125.09
2021-12-31 $7.4M 53k 138.80
2021-09-30 $6.9M 53k 130.04
2021-06-30 $6.8M 51k 132.62
2021-03-31 $6.4M 50k 128.24
2020-12-31 $5.7M 50k 114.19
2020-09-30 $4.1M 23k 176.43
2020-06-30 $3.7M 22k 169.78
2020-03-31 $2.8M 20k 137.86
2019-12-31 $2.9M 15k 193.28
2019-09-30 $2.6M 14k 178.41
2019-06-30 $2.7M 15k 182.51
2019-03-31 $2.6M 15k 178.49
2018-12-31 $2.4M 15k 161.34
2018-09-30 $2.9M 15k 201.74
2018-06-30 $2.5M 13k 188.95
2018-03-31 $2.3M 13k 173.84
2017-12-31 $2.2M 13k 170.12
2017-09-30 $2.0M 12k 164.52
2017-06-30 $1.6M 10k 155.97
2017-03-31 $1.6M 10k 153.12
2016-12-31 $1.5M 9.7k 149.98
2016-09-30 $1.3M 9.2k 137.08
2016-06-30 $1.2M 9.2k 128.41
2016-03-31 $1.1M 8.7k 124.21
2015-12-31 $1.1M 8.7k 124.30
2015-09-30 $831k 6.9k 120.09
2015-06-30 $876k 6.7k 130.98
2015-03-31 $699k 5.4k 130.09
2014-12-31 $497k 4.1k 122.41

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 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth