iShares S&P 500 Index shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2B | 1.7M | 669.30 |
| 2025-06-30 | $1.1B | 1.7M | 620.90 |
| 2025-03-31 | $923M | 1.6M | 561.90 |
| 2024-12-31 | $951M | 1.6M | 588.68 |
| 2024-09-30 | $863M | 1.5M | 576.82 |
| 2024-06-30 | $796M | 1.5M | 547.23 |
| 2024-03-31 | $717M | 1.4M | 525.73 |
| 2023-12-31 | $603M | 1.3M | 477.63 |
| 2023-09-30 | $526M | 1.2M | 429.43 |
| 2023-06-30 | $531M | 1.2M | 445.71 |
| 2023-03-31 | $494M | 1.2M | 411.08 |
| 2022-12-31 | $466M | 1.2M | 384.21 |
| 2022-09-30 | $399M | 1.1M | 358.65 |
| 2022-06-30 | $393M | 1.0M | 379.15 |
| 2022-03-31 | $443M | 976k | 453.69 |
| 2021-12-31 | $443M | 930k | 476.99 |
| 2021-09-30 | $376M | 874k | 430.82 |
| 2021-06-30 | $354M | 823k | 429.92 |
| 2021-03-31 | $313M | 787k | 397.82 |
| 2020-12-31 | $280M | 747k | 375.39 |
| 2020-09-30 | $224M | 668k | 336.06 |
| 2020-06-30 | $211M | 682k | 309.69 |
| 2020-03-31 | $171M | 662k | 258.40 |
| 2019-12-31 | $178M | 550k | 323.24 |
| 2019-09-30 | $158M | 528k | 298.52 |
| 2019-06-30 | $144M | 488k | 294.75 |
| 2019-03-31 | $90M | 317k | 284.56 |
| 2018-12-31 | $77M | 305k | 251.61 |
| 2018-09-30 | $82M | 279k | 292.73 |
| 2018-06-30 | $72M | 265k | 273.05 |
| 2018-03-31 | $65M | 244k | 265.37 |
| 2017-12-31 | $61M | 226k | 268.85 |
| 2017-09-30 | $55M | 217k | 252.93 |
| 2017-06-30 | $50M | 204k | 243.41 |
| 2017-03-31 | $42M | 179k | 237.27 |
| 2016-12-31 | $35M | 153k | 224.99 |
| 2016-09-30 | $30M | 137k | 217.56 |
| 2016-06-30 | $26M | 122k | 210.50 |
| 2016-03-31 | $23M | 110k | 206.65 |
| 2015-12-31 | $21M | 104k | 204.87 |
| 2015-09-30 | $16M | 84k | 192.70 |
| 2015-06-30 | $11M | 55k | 207.22 |
| 2015-03-31 | $9.0M | 43k | 207.82 |
| 2014-12-31 | $4.7M | 23k | 206.88 |
| 2012-03-31 | $326k | 2.3k | 141.37 |