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iShares Morningstar Small Growth shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small 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 Morningstar Small Growth by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 4.8k 44.00
2022-03-31 $212k 4.8k 44.17
2021-12-31 $238k 4.8k 49.58
2021-09-30 $236k 4.8k 49.17
2021-06-30 $249k 4.8k 51.88
2021-03-31 $240k 800 300.00
2020-12-31 $243k 800 303.75

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 Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth