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Ishares Msci Usa Size Factor shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Msci Usa Size Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Size Factor 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 Msci Usa Size Factor by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 585 160.78
2025-06-30 $80k 515 154.54
2025-03-31 $75k 515 145.44
2024-12-31 $81k 545 148.50

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Ishares Msci Usa Size Factor

BlackRock
James Reed Financial Services
Trinity Wealth Management
Lido Advisors
Alan Leist III
Envestnet Asset Management
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Pnc Financial Services
Advisor Group Holdings
Morgan Stanley
Jones Financial Companies, L.L
Susquehanna International
Jpmorgan Chase & Co

View all funds holding Ishares Msci Usa Size Factor