Ishares Tr rus200 val idx shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $410k | 5.0k | 81.27 |
| 2024-06-30 | $377k | 5.0k | 74.82 |
| 2024-03-31 | $385k | 5.0k | 76.32 |
| 2023-12-31 | $354k | 5.0k | 70.17 |
| 2023-09-30 | $260k | 4.0k | 65.37 |
| 2023-06-30 | $268k | 4.0k | 67.44 |
| 2023-03-31 | $259k | 4.0k | 65.10 |
| 2022-12-31 | $258k | 4.0k | 64.97 |
| 2022-09-30 | $230k | 4.0k | 57.83 |
| 2022-06-30 | $246k | 4.0k | 61.86 |
| 2022-03-31 | $277k | 4.0k | 69.65 |
| 2021-12-31 | $279k | 4.0k | 70.15 |
| 2021-09-30 | $261k | 4.0k | 65.63 |
| 2021-06-30 | $264k | 4.0k | 66.38 |
| 2021-03-31 | $253k | 4.0k | 63.62 |