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iShares Russell 1000 Growth Index shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $148M 393k 375.38
2024-06-30 $148M 407k 364.51
2024-03-31 $123M 364k 337.05
2023-12-31 $109M 358k 303.17
2023-09-30 $95M 358k 265.99
2023-06-30 $100M 364k 275.18
2023-03-31 $88M 360k 244.33
2022-12-31 $81M 378k 214.24
2022-09-30 $77M 364k 210.40
2022-06-30 $47M 216k 218.70
2022-03-31 $60M 217k 277.63
2021-12-31 $65M 213k 305.59
2021-09-30 $54M 195k 274.04
2021-06-30 $54M 198k 271.48
2021-03-31 $46M 191k 243.04
2020-12-31 $45M 188k 241.14
2020-09-30 $38M 176k 216.89
2020-06-30 $33M 173k 191.95
2020-03-31 $26M 169k 150.65
2019-12-31 $30M 169k 175.92
2019-09-30 $27M 169k 159.63
2019-06-30 $27M 171k 157.34
2019-03-31 $26M 170k 151.36
2018-12-31 $23M 172k 130.91
2018-09-30 $26M 167k 155.98
2018-06-30 $24M 166k 143.80
2018-03-31 $22M 163k 136.09
2017-12-31 $22M 160k 134.68
2017-09-30 $20M 160k 125.06
2017-06-30 $19M 163k 119.02
2017-03-31 $19M 164k 113.80
2016-12-31 $15M 139k 104.90
2016-09-30 $14M 136k 104.17
2016-06-30 $13M 133k 100.36
2016-03-31 $12M 123k 99.78
2015-12-31 $12M 122k 99.48
2015-09-30 $11M 122k 93.00
2015-06-30 $11M 107k 99.01
2015-03-31 $11M 110k 98.92
2014-12-31 $11M 109k 95.61
2012-03-31 $5.8M 87k 66.08

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 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index