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iShares Dow Jones US Home Const. shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Home Const. (ITB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Dow Jones US Home Const.

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All positions including iShares Dow Jones US Home Const. 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 Dow Jones US Home Const. by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 10k 127.10
2024-06-30 $1.0M 10k 101.06
2024-03-31 $1.2M 10k 115.77
2023-12-31 $1.1M 11k 101.73
2023-09-30 $861k 11k 78.49
2023-06-30 $938k 11k 85.44
2023-03-31 $793k 11k 70.29
2022-12-31 $970k 16k 60.61
2022-09-30 $824k 16k 52.05
2022-06-30 $840k 16k 52.50
2022-03-31 $1.1M 19k 59.26
2021-12-31 $1.6M 20k 82.93
2021-09-30 $1.9M 29k 66.18
2021-06-30 $2.0M 29k 69.23
2021-03-31 $2.0M 29k 67.86
2020-12-31 $1.6M 29k 55.79
2020-09-30 $1.6M 29k 56.67
2020-06-30 $1.3M 29k 44.14
2020-03-31 $984k 34k 28.94
2019-12-31 $1.7M 39k 44.41
2019-09-30 $1.9M 43k 43.31
2019-06-30 $1.6M 43k 38.23
2019-03-31 $1.5M 43k 35.25
2018-12-31 $1.3M 43k 30.03
2018-09-30 $1.5M 43k 35.34
2018-06-30 $1.6M 43k 38.16
2018-03-31 $1.7M 43k 39.49
2017-12-31 $1.9M 43k 43.73
2017-09-30 $1.6M 43k 36.53
2017-06-30 $1.5M 43k 33.95
2017-03-31 $1.4M 45k 31.98
2016-12-31 $1.2M 45k 27.47
2016-09-30 $1.3M 47k 27.56
2016-06-30 $1.3M 47k 27.65
2016-03-31 $1.3M 49k 27.09
2015-12-31 $1.3M 49k 27.09
2015-09-30 $1.3M 49k 26.11
2015-06-30 $1.5M 56k 27.45
2015-03-31 $1.7M 59k 28.22
2014-12-31 $1.7M 67k 25.88

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 Dow Jones US Home Const.

Bank of America Corporation
Jane Street
Citadel Advisors
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Candlestick Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
BW Gestao de Investimentos
Capital Asset Advisory Services
Axxcess Wealth Management
Hudson Bay Capital Management
Wells Fargo & Company
Citigroup

View all funds holding iShares Dow Jones US Home Const.