Ishares Tr shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Ishares Tr
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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 | $1.1M | 21k | 51.52 |
| 2025-06-30 | $1.1M | 22k | 47.69 |
| 2025-03-31 | $920k | 22k | 42.78 |
| 2024-12-31 | $985k | 22k | 45.30 |
| 2024-09-30 | $955k | 22k | 44.22 |
| 2024-06-30 | $768k | 18k | 42.05 |
| 2024-03-31 | $777k | 19k | 40.29 |
| 2023-12-31 | $741k | 20k | 36.39 |
| 2023-09-30 | $701k | 22k | 32.43 |
| 2023-06-30 | $738k | 22k | 33.82 |
| 2023-03-31 | $706k | 23k | 30.90 |
| 2022-12-31 | $887k | 31k | 28.43 |
| 2022-09-30 | $943k | 35k | 26.83 |
| 2022-06-30 | $995k | 35k | 28.39 |