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IWD
Showing 8 of 29 quarters

Position history for MAI Capital Management's holdings in ISHARES TR

MAI Capital Management holds 361,067 shares of IWD (ISHARES TR), worth $77.1M as of 2026-Q1. The position was decreased (-0.3% shares). IWD represents 0.4% of MAI Capital Management's portfolio.

Current Value

$77.1M

Current Shares

361,067

Total Value Change

+$23.7M

Total Shares Change

+54,899

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
361,067
-0.3%
$77.1M0.4%$222.27
0
2025-Q4
Increased
362,100
+1.6%
$76.2M0.4%$211.94
36
2025-Q3
Decreased
356,398
-0.6%
$72.6M0.5%$202.24
0
2025-Q2
Increased
358,539
+10.0%
$69.6M0.5%$191.58
39
2025-Q1
Increased
326,012
+1.7%
$61.3M0.5%$183.74
36
2024-Q4
Increased
320,421
+4.0%
$59.3M0.4%$181.36
37
2024-Q3
Increased
307,962
+0.6%
$58.5M0.6%$184.97
42
2024-Q2
Increased
306,168
+1.2%
$53.4M0.5%$169.57
42

Other major holders of IWD: BANK OF AMERICA CORP /DE/

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