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Ishares Tr rusel 2500 etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Tr rusel 2500 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rusel 2500 etf 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 Tr rusel 2500 etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 60k 73.73
2025-06-30 $4.0M 59k 67.78
2025-03-31 $137k 2.2k 62.54
2024-12-31 $159k 2.3k 67.99

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 Tr rusel 2500 etf

Fort Washington Investment Advisors
Coldstream Capital Management
FMR
Central Trust & Investment
Cresset Asset Management
Fifth Third Bancorp
Sontag Advisory
Colony
Gerber Kawasaki Wealth & Investment Management
UBS Group
Kendall Capital Management
Pensionmark Financial Group
Vestmark Advisory Solutions
Us Bancorp
Advisor Group Holdings

View all funds holding Ishares Tr rusel 2500 etf