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iShares S&P 500 Value Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $111M 638k 173.89
2023-09-30 $96M 626k 153.84
2023-06-30 $101M 626k 161.19
2023-03-31 $91M 599k 151.76
2022-12-31 $91M 624k 145.07
2022-09-30 $69M 535k 128.52
2022-06-30 $71M 518k 137.46
2022-03-31 $73M 469k 155.72
2021-12-31 $70M 449k 156.63
2021-09-30 $62M 423k 145.42
2021-06-30 $61M 412k 147.64
2021-03-31 $54M 383k 141.24
2020-12-31 $45M 355k 128.02
2020-09-30 $35M 309k 112.45
2020-06-30 $33M 302k 108.21
2020-03-31 $28M 286k 96.25
2019-12-31 $37M 282k 130.09
2019-09-30 $33M 278k 119.14
2019-06-30 $30M 257k 116.57
2019-03-31 $27M 238k 112.74
2018-12-31 $20M 195k 101.14
2018-09-30 $13M 108k 115.84
2018-06-30 $11M 98k 110.13
2018-03-31 $9.3M 85k 109.34
2017-12-31 $8.7M 76k 114.25
2017-09-30 $8.1M 75k 107.91
2017-06-30 $6.9M 65k 104.96
2017-03-31 $6.0M 57k 104.04
2016-12-31 $5.4M 54k 101.38
2016-09-30 $4.8M 50k 94.96
2016-06-30 $3.5M 38k 92.89
2016-03-31 $2.2M 24k 89.94
2015-12-31 $2.0M 23k 88.54
2015-09-30 $1.4M 17k 84.01
2015-06-30 $1.5M 16k 92.21
2015-03-31 $1.4M 15k 92.56
2014-12-31 $1.3M 14k 93.77
2012-03-31 $469k 7.2k 64.90

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 S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index