iShares Russell 2000 Index shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $98M | 442k | 220.89 |
| 2024-06-30 | $88M | 434k | 202.89 |
| 2024-03-31 | $91M | 432k | 210.30 |
| 2023-12-31 | $75M | 374k | 200.71 |
| 2023-09-30 | $68M | 384k | 176.74 |
| 2023-06-30 | $72M | 386k | 187.27 |
| 2023-03-31 | $70M | 392k | 178.40 |
| 2022-12-31 | $67M | 384k | 174.36 |
| 2022-09-30 | $63M | 382k | 164.92 |
| 2022-06-30 | $60M | 357k | 169.36 |
| 2022-03-31 | $70M | 341k | 205.27 |
| 2021-12-31 | $72M | 324k | 222.45 |
| 2021-09-30 | $66M | 302k | 218.75 |
| 2021-06-30 | $67M | 292k | 229.37 |
| 2021-03-31 | $61M | 275k | 220.94 |
| 2020-12-31 | $59M | 300k | 196.06 |
| 2020-09-30 | $44M | 290k | 149.79 |
| 2020-06-30 | $36M | 250k | 143.18 |
| 2020-03-31 | $31M | 275k | 114.46 |
| 2019-12-31 | $47M | 283k | 165.67 |
| 2019-09-30 | $43M | 285k | 151.34 |
| 2019-06-30 | $43M | 277k | 155.50 |
| 2019-03-31 | $29M | 186k | 153.09 |
| 2018-12-31 | $26M | 191k | 133.90 |
| 2018-09-30 | $31M | 182k | 168.55 |
| 2018-06-30 | $31M | 186k | 163.77 |
| 2018-03-31 | $28M | 186k | 151.83 |
| 2017-12-31 | $27M | 180k | 152.46 |
| 2017-09-30 | $27M | 182k | 148.18 |
| 2017-06-30 | $26M | 181k | 140.92 |
| 2017-03-31 | $24M | 176k | 137.48 |
| 2016-12-31 | $23M | 168k | 134.85 |
| 2016-09-30 | $20M | 160k | 124.21 |
| 2016-06-30 | $18M | 160k | 114.98 |
| 2016-03-31 | $18M | 166k | 110.63 |
| 2015-12-31 | $19M | 169k | 112.62 |
| 2015-09-30 | $17M | 160k | 109.20 |
| 2015-06-30 | $20M | 161k | 124.86 |
| 2015-03-31 | $20M | 157k | 124.37 |
| 2014-12-31 | $17M | 145k | 119.62 |
| 2012-03-31 | $8.8M | 106k | 82.81 |