MAI Wealth Advisors »

Ishares Tr rus200 grw idx shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $790k 4.5k 175.22
2023-09-30 $658k 4.3k 153.85
2023-06-30 $709k 4.5k 158.58
2023-03-31 $630k 4.5k 138.93
2022-12-31 $731k 6.1k 120.52
2022-09-30 $303k 2.5k 119.67
2022-06-30 $212k 1.7k 125.22
2022-03-31 $238k 1.5k 159.20
2021-12-31 $372k 2.1k 173.27
2021-09-30 $333k 2.2k 152.68
2021-06-30 $328k 2.2k 150.39
2021-03-31 $293k 2.2k 134.34