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Ishares Tr shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (XJR) 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

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Quarterly reported holdings in Ishares Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 6.4k 42.56
2025-06-30 $257k 6.5k 39.55
2025-03-31 $196k 5.2k 37.62
2024-12-31 $158k 3.8k 41.13

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

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
Better Money Decisions
Biltmore Family Office
JNBA Financial Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth
Jane Street

View all funds holding Ishares Tr