iShares FTSE NAREIT Real Est 50 Ind shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $954k | 16k | 61.57 |
| 2024-06-30 | $872k | 16k | 53.56 |
| 2024-03-31 | $870k | 16k | 53.80 |
| 2023-12-31 | $841k | 16k | 54.29 |
| 2023-09-30 | $716k | 15k | 47.18 |
| 2023-06-30 | $792k | 15k | 51.41 |
| 2023-03-31 | $772k | 15k | 50.40 |
| 2022-12-31 | $751k | 15k | 49.45 |
| 2022-09-30 | $1.8M | 38k | 47.50 |
| 2022-06-30 | $1.7M | 32k | 53.39 |
| 2022-03-31 | $2.1M | 32k | 64.65 |
| 2021-12-31 | $2.2M | 33k | 67.58 |
| 2021-09-30 | $940k | 16k | 58.68 |
| 2021-06-30 | $935k | 16k | 58.36 |
| 2021-03-31 | $835k | 16k | 52.40 |
| 2020-12-31 | $762k | 16k | 48.39 |
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