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iShares Morningstar Small Value shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 372 66.64
2025-06-30 $23k 372 61.39
2025-03-31 $22k 372 59.30
2024-12-31 $24k 372 63.41

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 Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value