Position history for MAI Capital Management's holdings in ISHARES TR
MAI Capital Management holds 362,100 shares of IWD (ISHARES TR), worth $76.2M as of 2025-Q4. The position was increased (++1.6% shares). IWD represents 0.4% of MAI Capital Management's portfolio.
Current Value
$76.2M
Current Shares
362,100
Total Value Change
+$22.7M
Total Shares Change
+55,932
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 362,100 |
+1.6% |
| $76.2M |
| 0.4% |
| $211.94 |
36 |
| 2025-Q3 | Decreased | 356,398 | -0.6% | $72.6M | 0.5% | $202.24 | 0 |
| 2025-Q2 | Increased | 358,539 | +10.0% | $69.6M | 0.5% | $191.58 | 39 |
| 2025-Q1 | Increased | 326,012 | +1.7% | $61.3M | 0.5% | $183.74 | 36 |
| 2024-Q4 | Increased | 320,421 | +4.0% | $59.3M | 0.4% | $181.36 | 37 |
| 2024-Q3 | Increased | 307,962 | +0.6% | $58.5M | 0.6% | $184.97 | 42 |
| 2024-Q2 | Increased | 306,168 | +1.2% | $53.4M | 0.5% | $169.57 | 42 |