iShares S&P 500 Growth Index shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $92M | 961k | 95.75 |
| 2024-06-30 | $89M | 964k | 92.54 |
| 2024-03-31 | $81M | 957k | 84.44 |
| 2023-12-31 | $66M | 882k | 75.10 |
| 2023-09-30 | $60M | 879k | 68.42 |
| 2023-06-30 | $62M | 873k | 70.48 |
| 2023-03-31 | $51M | 801k | 63.89 |
| 2022-12-31 | $47M | 808k | 58.50 |
| 2022-09-30 | $41M | 706k | 57.85 |
| 2022-06-30 | $39M | 649k | 60.35 |
| 2022-03-31 | $47M | 617k | 76.38 |
| 2021-12-31 | $53M | 627k | 83.67 |
| 2021-09-30 | $42M | 564k | 73.91 |
| 2021-06-30 | $40M | 546k | 72.73 |
| 2021-03-31 | $34M | 526k | 65.11 |
| 2020-12-31 | $34M | 525k | 63.82 |
| 2020-09-30 | $29M | 125k | 231.08 |
| 2020-06-30 | $25M | 119k | 207.49 |
| 2020-03-31 | $19M | 114k | 165.05 |
| 2019-12-31 | $22M | 114k | 193.64 |
| 2019-09-30 | $20M | 113k | 180.03 |
| 2019-06-30 | $20M | 112k | 179.24 |
| 2019-03-31 | $19M | 112k | 172.36 |
| 2018-12-31 | $16M | 104k | 150.67 |
| 2018-09-30 | $12M | 65k | 177.16 |
| 2018-06-30 | $9.5M | 59k | 162.61 |
| 2018-03-31 | $9.2M | 59k | 155.08 |
| 2017-12-31 | $7.4M | 48k | 152.78 |
| 2017-09-30 | $6.9M | 48k | 143.42 |
| 2017-06-30 | $6.5M | 48k | 136.85 |
| 2017-03-31 | $5.6M | 43k | 131.51 |
| 2016-12-31 | $5.2M | 42k | 121.80 |
| 2016-09-30 | $4.5M | 37k | 121.67 |
| 2016-06-30 | $3.9M | 33k | 116.58 |
| 2016-03-31 | $2.5M | 21k | 115.91 |
| 2015-12-31 | $2.2M | 19k | 115.83 |
| 2015-09-30 | $1.9M | 18k | 107.82 |
| 2015-06-30 | $2.1M | 18k | 113.87 |
| 2015-03-31 | $2.0M | 17k | 113.96 |
| 2014-12-31 | $1.9M | 17k | 111.63 |
| 2012-03-31 | $753k | 10k | 75.41 |