iShares Dow Jones US Real Estate shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 14k | 101.87 |
| 2024-06-30 | $1.2M | 14k | 87.74 |
| 2024-03-31 | $1.2M | 14k | 89.90 |
| 2023-12-31 | $1.3M | 14k | 91.41 |
| 2023-09-30 | $1.1M | 14k | 78.14 |
| 2023-06-30 | $1.2M | 14k | 86.54 |
| 2023-03-31 | $1.3M | 15k | 84.90 |
| 2022-12-31 | $1.4M | 16k | 84.19 |
| 2022-09-30 | $1.3M | 16k | 81.40 |
| 2022-06-30 | $1.4M | 15k | 91.95 |
| 2022-03-31 | $1.6M | 15k | 108.20 |
| 2021-12-31 | $1.6M | 14k | 116.12 |
| 2021-09-30 | $1.4M | 14k | 102.37 |
| 2021-06-30 | $1.4M | 14k | 101.94 |
| 2021-03-31 | $1.3M | 14k | 91.92 |
| 2020-12-31 | $1.2M | 14k | 85.68 |
| 2020-09-30 | $1.1M | 14k | 79.84 |
| 2020-06-30 | $1.1M | 14k | 78.77 |
| 2020-03-31 | $964k | 14k | 69.55 |
| 2019-12-31 | $1.3M | 14k | 93.10 |
| 2019-09-30 | $1.3M | 14k | 93.53 |
| 2019-06-30 | $1.2M | 14k | 87.31 |
| 2019-03-31 | $1.3M | 15k | 87.02 |
| 2018-12-31 | $1.2M | 16k | 74.94 |
| 2018-09-30 | $1.2M | 15k | 80.03 |
| 2018-06-30 | $1.3M | 16k | 80.57 |
| 2018-03-31 | $1.3M | 17k | 75.50 |
| 2017-12-31 | $1.5M | 18k | 81.00 |
| 2017-09-30 | $1.5M | 18k | 79.89 |
| 2017-06-30 | $1.5M | 19k | 79.76 |
| 2017-03-31 | $1.6M | 20k | 78.48 |
| 2016-12-31 | $1.5M | 20k | 76.92 |
| 2016-09-30 | $1.8M | 23k | 80.63 |
| 2016-06-30 | $1.8M | 22k | 82.40 |
| 2016-03-31 | $1.8M | 24k | 77.86 |
| 2015-12-31 | $1.8M | 24k | 75.07 |
| 2015-09-30 | $1.8M | 26k | 70.94 |
| 2015-06-30 | $1.9M | 26k | 71.30 |
| 2015-03-31 | $2.1M | 26k | 79.31 |
| 2014-12-31 | $2.0M | 26k | 76.84 |
| 2014-09-30 | $2.0M | 28k | 71.79 |
| 2014-06-30 | $2.0M | 28k | 71.79 |
| 2014-03-31 | $1.9M | 28k | 67.67 |
| 2013-12-31 | $1.8M | 28k | 63.07 |
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