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iShares Dow Jones US Consumer Goods shares owned by MAI Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $505k 7.2k 70.57
2024-06-30 $475k 7.2k 65.75
2024-03-31 $509k 7.5k 67.63
2023-12-31 $479k 2.5k 191.75

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 Goods

International Assets Investment Management
Green Harvest Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Wells Fargo & Company
Cambridge Investment Research Advisors
Bellwether Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
CIBC World Markets
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Dow Jones US Consumer Goods