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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate 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 Real Estate by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding iShares Dow Jones US Real Estate

Barclays
WealthNavi
Citadel Advisors
Susquehanna International
UBS Group
Goldman Sachs Group
Bank of America Corporation
Bank Of Montreal
Wolverine Trading
Bnp Paribas Arbitrage, Snc
Schonfeld Strategic Advisors
Royal Bank of Canada
One William Street Capital Management
Citigroup
Balyasny Asset Management

View all funds holding iShares Dow Jones US Real Estate