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iShares Russell 1000 Value Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $59M 308k 189.80
2024-06-30 $53M 306k 174.47
2024-03-31 $54M 303k 179.11
2023-12-31 $42M 252k 165.25
2023-09-30 $38M 247k 151.82
2023-06-30 $38M 238k 157.83
2023-03-31 $35M 231k 152.26
2022-12-31 $35M 231k 151.65
2022-09-30 $31M 226k 135.99
2022-06-30 $30M 209k 144.97
2022-03-31 $33M 200k 165.98
2021-12-31 $32M 191k 167.93
2021-09-30 $29M 185k 156.51
2021-06-30 $29M 183k 158.62
2021-03-31 $26M 174k 151.55
2020-12-31 $23M 171k 136.73
2020-09-30 $18M 155k 118.13
2020-06-30 $17M 152k 112.62
2020-03-31 $15M 153k 99.18
2019-12-31 $20M 150k 136.48
2019-09-30 $19M 147k 128.26
2019-06-30 $18M 141k 127.22
2019-03-31 $17M 141k 123.49
2018-12-31 $16M 140k 111.05
2018-09-30 $14M 113k 126.62
2018-06-30 $13M 109k 121.38
2018-03-31 $12M 99k 119.96
2017-12-31 $12M 93k 124.34
2017-09-30 $11M 92k 118.51
2017-06-30 $11M 94k 116.43
2017-03-31 $10M 88k 114.93
2016-12-31 $9.7M 87k 112.03
2016-09-30 $8.7M 82k 105.62
2016-06-30 $7.6M 74k 103.23
2016-03-31 $7.1M 72k 98.81
2015-12-31 $7.3M 74k 97.87
2015-09-30 $7.1M 76k 93.28
2015-06-30 $7.7M 75k 103.15
2015-03-31 $7.4M 71k 103.08
2014-12-31 $7.2M 69k 104.40
2012-03-31 $3.9M 55k 70.08

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index