iShares S&P 1500 Index Fund shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 99k | 145.65 |
| 2025-06-30 | $13M | 95k | 135.04 |
| 2025-03-31 | $11M | 93k | 122.01 |
| 2024-12-31 | $11M | 88k | 128.62 |
| 2024-09-30 | $12M | 92k | 125.62 |
| 2024-06-30 | $11M | 92k | 118.78 |
| 2024-03-31 | $9.9M | 86k | 115.30 |
| 2023-12-31 | $8.8M | 84k | 105.23 |
| 2023-09-30 | $7.8M | 83k | 94.19 |
| 2023-06-30 | $8.0M | 82k | 97.84 |
| 2023-03-31 | $8.0M | 89k | 90.55 |
| 2022-12-31 | $7.8M | 92k | 84.80 |
| 2022-09-30 | $9.2M | 115k | 79.54 |
| 2022-06-30 | $4.8M | 57k | 83.78 |
| 2022-03-31 | $4.5M | 44k | 100.94 |
| 2021-12-31 | $4.7M | 44k | 106.98 |
| 2021-09-30 | $4.1M | 42k | 98.38 |
| 2021-06-30 | $3.6M | 36k | 98.76 |
| 2021-03-31 | $2.2M | 24k | 91.59 |
| 2020-12-31 | $1.9M | 22k | 86.20 |
| 2020-09-30 | $855k | 11k | 75.50 |
| 2020-06-30 | $805k | 12k | 69.44 |
| 2020-03-31 | $594k | 10k | 57.17 |
| 2019-12-31 | $642k | 8.8k | 72.63 |
| 2019-09-30 | $461k | 6.9k | 67.06 |
| 2019-06-30 | $213k | 3.2k | 66.58 |
| 2019-03-31 | $215k | 3.3k | 64.33 |
| 2018-12-31 | $357k | 6.3k | 56.84 |
| 2018-09-30 | $213k | 3.2k | 66.60 |
| 2018-06-30 | $228k | 3.6k | 62.48 |