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iShares Dow Jones U.S. Index Fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund 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 U.S. Index Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4M 33k 165.81
2025-09-30 $47k 290 162.48
2025-06-30 $44k 290 150.88
2025-03-31 $40k 290 136.10
2024-12-31 $42k 290 143.09