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Ishares Tr edge msci minm shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm 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 edge msci minm by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 346 43.29
2025-09-30 $15k 346 43.01
2025-06-30 $15k 346 41.97
2025-03-31 $26k 621 41.43
2024-12-31 $11k 276 41.41

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (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)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Ishares Tr edge msci minm

Mercer Global Advisors
Wells Fargo & Company
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Royal Bank of Canada
Creative Planning
Kestra Advisory Services
Sagespring Wealth Partners
Jpmorgan Chase & Co
Modern Wealth Management
UBS Group
Rehmann Capital Advisory

View all funds holding Ishares Tr edge msci minm