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iShares Russell 2000 Growth Index shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 94k 252.22
2023-09-30 $21M 93k 224.15
2023-06-30 $22M 91k 242.66
2023-03-31 $21M 93k 226.82
2022-12-31 $21M 97k 214.52
2022-09-30 $17M 81k 206.59
2022-06-30 $18M 85k 206.31
2022-03-31 $18M 69k 255.74
2021-12-31 $18M 62k 293.05
2021-09-30 $18M 61k 293.59
2021-06-30 $18M 59k 311.70
2021-03-31 $17M 56k 300.75
2020-12-31 $16M 56k 286.71
2020-09-30 $12M 56k 221.52
2020-06-30 $12M 57k 206.86
2020-03-31 $8.8M 56k 158.17
2019-12-31 $12M 55k 214.22
2019-09-30 $10M 54k 192.72
2019-06-30 $11M 53k 200.87
2019-03-31 $10M 52k 196.67
2018-12-31 $8.5M 50k 168.00
2018-09-30 $11M 51k 215.08
2018-06-30 $10M 51k 204.33
2018-03-31 $9.3M 49k 190.57
2017-12-31 $8.9M 48k 186.71
2017-09-30 $7.8M 44k 178.97
2017-06-30 $7.3M 44k 168.76
2017-03-31 $7.1M 44k 161.67
2016-12-31 $6.9M 45k 153.94
2016-09-30 $7.0M 47k 148.89
2016-06-30 $6.7M 49k 137.18
2016-03-31 $6.2M 47k 132.60
2015-12-31 $7.2M 52k 139.28
2015-09-30 $6.9M 52k 133.97
2015-06-30 $5.6M 37k 154.59
2015-03-31 $5.4M 35k 151.55
2014-12-31 $5.1M 36k 142.39
2012-03-31 $2.3M 24k 95.37

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 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index