Ishares Tr shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 25k | 57.31 |
| 2025-06-30 | $1.0M | 19k | 53.93 |
| 2025-03-31 | $868k | 19k | 46.67 |
| 2024-12-31 | $914k | 18k | 49.72 |
| 2024-09-30 | $526k | 11k | 49.08 |
| 2024-06-30 | $499k | 11k | 46.58 |
| 2024-03-31 | $463k | 10k | 45.15 |
| 2023-12-31 | $248k | 6.2k | 39.82 |
| 2022-09-30 | $236k | 8.4k | 28.03 |
| 2022-06-30 | $251k | 8.4k | 29.87 |
| 2022-03-31 | $300k | 8.4k | 35.74 |
| 2021-12-31 | $501k | 13k | 39.43 |