iShares Russell 1000 Index shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 76k | 314.39 |
| 2024-06-30 | $22M | 75k | 297.54 |
| 2024-03-31 | $22M | 76k | 288.03 |
| 2023-12-31 | $16M | 61k | 262.26 |
| 2023-09-30 | $14M | 59k | 234.91 |
| 2023-06-30 | $15M | 60k | 243.74 |
| 2023-03-31 | $13M | 60k | 225.23 |
| 2022-12-31 | $13M | 62k | 210.52 |
| 2022-09-30 | $13M | 64k | 197.33 |
| 2022-06-30 | $11M | 53k | 207.75 |
| 2022-03-31 | $13M | 50k | 250.06 |
| 2021-12-31 | $13M | 49k | 264.43 |
| 2021-09-30 | $8.0M | 33k | 241.70 |
| 2021-06-30 | $7.8M | 32k | 242.08 |
| 2021-03-31 | $6.2M | 28k | 223.82 |
| 2020-12-31 | $2.3M | 11k | 211.79 |
| 2020-09-30 | $1.4M | 7.4k | 187.16 |
| 2020-06-30 | $1.2M | 7.2k | 171.69 |
| 2020-03-31 | $1.0M | 7.3k | 141.56 |
| 2019-12-31 | $1.7M | 9.3k | 178.40 |
| 2019-09-30 | $1.3M | 7.8k | 164.54 |
| 2019-06-30 | $1.3M | 8.0k | 162.82 |
| 2019-03-31 | $1.3M | 8.1k | 157.24 |
| 2018-12-31 | $1.3M | 9.1k | 138.67 |
| 2018-09-30 | $929k | 5.7k | 161.71 |
| 2018-06-30 | $1.0M | 6.8k | 151.93 |
| 2018-03-31 | $1.2M | 8.2k | 146.82 |
| 2017-12-31 | $1.2M | 8.1k | 148.60 |
| 2017-09-30 | $1.1M | 8.0k | 139.85 |
| 2017-06-30 | $1.1M | 8.1k | 135.24 |
| 2017-03-31 | $1.0M | 7.7k | 131.20 |
| 2016-12-31 | $968k | 7.8k | 124.39 |
| 2016-09-30 | $937k | 7.8k | 120.44 |
| 2016-06-30 | $838k | 7.2k | 116.96 |
| 2016-03-31 | $840k | 7.4k | 114.04 |
| 2015-12-31 | $795k | 7.0k | 113.38 |
| 2015-09-30 | $719k | 6.7k | 107.12 |
| 2015-06-30 | $878k | 7.6k | 116.08 |
| 2015-03-31 | $884k | 7.6k | 115.87 |
| 2014-12-31 | $863k | 7.5k | 114.62 |
| 2012-03-31 | $991k | 13k | 77.94 |