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iShares Dow Jones US Consumer Ser. shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. 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 Dow Jones US Consumer Ser. by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 3.6k 87.94
2024-06-30 $298k 3.7k 81.29
2024-03-31 $307k 3.7k 81.98
2023-12-31 $298k 3.9k 75.77
2022-03-31 $326k 4.3k 74.96
2021-12-31 $435k 5.2k 84.04

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 Dow Jones US Consumer Ser.

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Royal Bank of Canada
Captrust Financial Advisors
Apollon Wealth Management
Raymond James Financial Services Advisors
LPL Financial
Prospera Financial Services
Goldman Sachs Group
AE Wealth Management
Commonwealth Equity Services
Jpmorgan Chase & Co
First Citizens Financial Corp

View all funds holding iShares Dow Jones US Consumer Ser.