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

View all positions for MAI Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index