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iShares Russell 2000 Value Index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Value Index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 236k 166.82
2024-06-30 $36M 239k 152.30
2024-03-31 $39M 243k 158.81
2023-12-31 $38M 243k 155.33
2023-09-30 $34M 250k 135.55
2023-06-30 $35M 251k 140.80
2023-03-31 $35M 254k 137.02
2022-12-31 $36M 257k 138.67
2022-09-30 $31M 237k 128.93
2022-06-30 $30M 223k 136.15
2022-03-31 $34M 213k 161.40
2021-12-31 $34M 205k 166.05
2021-09-30 $32M 202k 160.23
2021-06-30 $32M 192k 165.77
2021-03-31 $27M 172k 159.47
2020-12-31 $10M 76k 131.75
2020-09-30 $6.5M 65k 99.33
2020-06-30 $6.6M 68k 97.46
2020-03-31 $6.2M 75k 82.04
2019-12-31 $9.6M 75k 128.58
2019-09-30 $8.8M 74k 119.41
2019-06-30 $8.7M 73k 120.50
2019-03-31 $8.5M 71k 119.90
2018-12-31 $7.1M 66k 107.54
2018-09-30 $8.7M 66k 133.01
2018-06-30 $8.8M 67k 131.92
2018-03-31 $7.6M 63k 121.88
2017-12-31 $7.4M 59k 125.75
2017-09-30 $6.8M 55k 124.12
2017-06-30 $6.5M 55k 118.86
2017-03-31 $6.4M 54k 118.16
2016-12-31 $6.5M 55k 118.94
2016-09-30 $5.9M 57k 104.75
2016-06-30 $5.6M 57k 97.29
2016-03-31 $5.1M 55k 93.18
2015-12-31 $6.1M 66k 91.94
2015-09-30 $6.1M 68k 90.10
2015-06-30 $7.5M 74k 101.96
2015-03-31 $8.4M 81k 103.21
2014-12-31 $8.2M 80k 101.67
2012-03-31 $1.7M 24k 72.95

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 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index