American Institute for Advanced Investment Management, LLP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), American Institute for Advanced Investment Management, LLP reported 152 stock positions worth $154.3 million. Its top holding was iShares Russell 1000 Growth (IWF) at 7.0% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.0%). Compared with Q4 2025, it opened 7 new positions, sold out of 5, added to 54 and reduced 58. The biggest buy was a new position in McKesson (MCK) and the biggest sale iShares Russell 1000 Growth (IWF, shares −2%).

Most Recent 13F
Q2 2026
Location
Scottsdale, AZ
CIK
0001805824
Portfolio Value
$154.3M (Q1 2026)
SEC Filing
0001214659-26-005031 ↗ filed Apr 24, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $126.5M Q1 2024 Q2 2024: $130.6M Q2 2024 Q3 2024: $139.7M Q3 2024 Q4 2024: $134.1M Q4 2024 Q1 2025: $131.0M Q1 2025 Q2 2025: $141.4M Q2 2025 Q3 2025: $152.7M Q3 2025 Q4 2025: $155.6M Q4 2025 Q1 2026: $154.3M $154.3M Q1 2026 Q2 2026: $173.1M Q2 2026

Holdings 152 stocks · $154.3M
IWF iShares Russell 1000 Growth 6.97% 25,240 $10.8M Reduce -2.2%
IWD iShares Russell 1000 Value E 4.37% 31,537 $6.7M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 4.01% 9,512 $6.2M Reduce -0.9%
AAPL Apple Inc. 3.24% 19,720 $5.0M Reduce -7.0%
MINT PIMCO Enhanced Short Maturit 2.39% 36,728 $3.7M Add +0.3%
MSFT Microsoft Corp. 2.23% 9,299 $3.4M Add +1.7%
GLD SPDR Gold Shares 1.77% 6,392 $2.7M Add +4.9%
IWM iShares Russell 2000 ETF 1.76% 10,977 $2.7M No change
VIG Vanguard Dividend Apprec ETF 1.71% 12,286 $2.6M Reduce -28.2%
VTI VG Morningstar TS MKT ETF-US 1.68% 8,086 $2.6M Reduce -28.2%
VUG Vanguard Mrngstar GR ETF-Sui 1.68% 5,934 $2.6M Reduce -4.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.65% 12,945 $2.5M Add +7.8%
BIL SS SPDR BB 1-3M T-Bill ETF 1.58% 26,670 $2.4M Add +72.4%
PPA Invesco Aerospace & Defense 1.57% 14,579 $2.4M Reduce -0.6%
NLR Vaneck Urani & Nuclr ETF-Usd 1.50% 17,343 $2.3M Reduce -0.0%
MDY State Street SPDR S&P Midcap 1.49% 3,718 $2.3M No change
AMZN Amazon.com Inc. 1.38% 10,229 $2.1M Reduce -6.0%
GRID First TRST Nasd Class Edg Sgiif 1.37% 17,379 $2.1M Reduce -0.3%
PAVE Global X US Infrastructure 1.33% 40,474 $2.1M Add +0.0%
NVDA Nvidia Corp. 1.32% 11,682 $2.0M Reduce -1.4%
JHSC John Hancock Multi Small Cap 1.30% 46,904 $2.0M Add +6.8%
CEG Constellation Energy 1.09% 6,021 $1.7M Reduce -3.6%
ABBV Abbvie Inc. 1.08% 7,659 $1.7M No change
SHLD Global X Defense Tech ETF 1.07% 23,332 $1.7M Add +1.5%
JNJ Johnson & Johnson 1.03% 6,485 $1.6M No change
VGT Vanguard Info Tech ETF 0.99% 2,197 $1.5M Reduce -1.4%
SMH Vaneck Semiconductor ETF 0.99% 3,972 $1.5M Reduce -1.9%
XLV SS Health Care Select Sector 0.95% 9,975 $1.5M Reduce -1.5%
XLF SS Financial Select Sector 0.94% 29,258 $1.4M Reduce -2.7%
AIQ Global X Art Intel & Tech 0.91% 30,249 $1.4M Add +1.5%
MCK McKesson Corp. 0.90% 1,600 $1.4M New
HD Home Depot Inc. 0.83% 10,106 $1.3M Reduce -35.7%
IGF iShares Global Infrastructur 0.82% 18,977 $1.3M Add +0.1%
ITW Illinois Tool Works 0.82% 4,840 $1.3M Reduce -17.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.81% 6,807 $1.3M Add +1.3%
FTHI Fthi/First Trust Exchange-TR 0.80% 52,315 $1.2M Add +0.6%
IYW iShares Ustechnology ETF 0.80% 6,780 $1.2M Reduce -5.4%
XLK SS Technology Select Sector 0.79% 9,225 $1.2M Reduce -2.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.78% 4,687 $1.2M Reduce -1.9%
COST Costco Wholesale Corp. 0.72% 1,112 $1.1M Add +0.1%
PHO Invesco Water Resources ETF 0.71% 16,440 $1.1M Reduce -2.7%
SPDW Ste STR SPDR PT DW Eu ETF 0.70% 23,744 $1.1M Add +121.7%
RSP Invesco S&P 500 Equal Weight 0.70% 5,596 $1.1M Reduce -30.3%
VGK Vanguard Ftse Europe ETF 0.67% 12,481 $1.0M Add +0.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.66% 19,507 $1.0M Add +5.0%
GOOGL Alphabet Inc. Class A 0.66% 3,631 $1.0M Reduce -2.4%
SDY SS SPDR S&P Dividend ETF 0.65% 6,850 $1000K Add +0.4%
BSCR Invesco Bulletshares 2027 CB 0.64% 50,493 $991K Add +12.8%
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.63% 37,065 $978K Add +94.7%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.59% 32,509 $910K Reduce -0.7%
TOTL SS Doubleline TR Tact ETF 0.59% 22,762 $904K Add +21.4%
SLV iShares Silver Trust 0.58% 13,104 $893K Add +31.0%
BSCS Invesco Bulletshares 2028 CB 0.58% 43,676 $892K Add +15.0%
NEAR iShares SH Dba ETF Usd Inc. 0.57% 17,175 $873K Add +0.9%
FJP First Trust Japan 0.56% 11,810 $857K No change
BUFR FT Vest Lad Buffervetf-Usd I 0.55% 25,185 $850K Reduce -2.3%
BSV Vanguard Short-Term Bond ETF 0.53% 10,408 $816K Add +13.7%
AVGO Broadcom Inc. 0.52% 2,617 $810K Reduce -2.8%
QQQ Invesco QQQ Trust Series 1 0.50% 1,333 $769K Reduce -1.1%
PTLC Pacer Trendpilot US Large Ca 0.50% 14,656 $769K Reduce -9.0%
MCHP Microchip Technology Inc. 0.49% 11,706 $756K Reduce -1.1%
WCMI FT WCM International ETF 0.49% 45,088 $756K Add +3.4%
RZV Invesco S&P Smallcap 600 Pur 0.47% 5,870 $730K Add +1.9%
WMT Walmart Inc. 0.47% 5,865 $729K Add +5.4%
IJR iShares Core S&P Small-Cap E 0.47% 5,804 $722K Add +4.1%
BRK.A Berkshire Hathaway Inc. Class A 0.47% 1 $718K No change
VDE Vanguard Energy ETF 0.45% 4,055 $702K Reduce -14.0%
CIBR First Trust Nasdaq Cybersecu 0.45% 11,193 $702K Reduce -2.6%
BRK.B Berkshire Hathaway Inc. Class B 0.45% 1,448 $694K Reduce -4.0%
PFFD Global X US Preferred ETF 0.45% 37,448 $689K Add +2.4%
BSCQ Invesco Bulletshares 2026 CB 0.45% 35,190 $687K Add +0.7%
BSCT Invesco Bulletshares 2029 CB 0.44% 36,390 $679K Add +21.4%
VOO Vanguard S&P 500 ETF 0.44% 1,129 $675K Add +22.3%
FTCS First Trust Capital Strength 0.43% 7,109 $659K Reduce -1.5%
IEF iShares 7-10 Year Treasury B 0.41% 6,635 $633K Add +14.8%
CAT Caterpillar Inc. 0.40% 869 $616K Reduce -8.4%
XLI SS Industrial Select Sector 0.38% 3,592 $581K Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.36% 1,960 $563K Reduce -7.1%
VYM Vanguard High DVD Yield ETF 0.36% 3,765 $558K No change
CVX Chevron Corp. 0.35% 2,641 $546K Reduce -5.2%
RIO Rio Tinto PLC-Spon ADR 0.35% 5,765 $538K New
FPEI First Trust Institutional PR 0.34% 27,365 $520K No change
FTA First Trust L C Val Alp 0.34% 5,620 $519K Reduce -0.9%
EPD Enterprise Products Partners 0.33% 13,310 $504K Reduce -5.2%
FPE FT-Preferred Secur & Inc. ETF 0.33% 28,350 $503K Add +5.1%
JPM JPMorgan Chase & Co. 0.32% 1,675 $493K No change
VWO Vanguard Ftse Emerging Marke 0.31% 8,878 $480K Add +64.2%
WM Waste Management Inc. 0.31% 2,080 $478K Reduce -5.7%
PLTR Palantir Technologies Inc. Class A 0.31% 3,220 $471K No change
IHE iShares US Pharmaceuticals E 0.30% 5,351 $464K New
FCX Freeport-McMoran Inc. 0.30% 7,863 $462K New
MRK Merck & Co. Inc. 0.30% 3,795 $457K No change
GDX Vaneck Gold Miners ETF 0.28% 4,785 $439K No change
LDUR PIMCO Enhanced Low Duration 0.28% 4,573 $438K No change
ETV Eaton Vance T/M Buy-Writ Opp 0.27% 28,770 $422K Add +4.0%
VBIL Vanguard 0-3M T-Bill ETF 0.27% 5,545 $419K Add +93.9%
TSLA Tesla Inc. 0.27% 1,117 $415K Add +8.0%
DXJ Wisdomtree Japan Hedged Eq 0.27% 2,599 $412K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.26% 1,657 $402K Reduce -6.6%
CB Chubb Ltd. 0.25% 1,240 $392K No change
EQT Eqt Corp. 0.25% 6,145 $391K Add +28.1%
SUB iShares Short-Term National 0.25% 3,650 $389K Add +10.6%
MLM Martin Marietta Materials 0.25% 660 $389K No change
SOXX iShares Semiconductor ETF 0.25% 1,168 $384K Reduce -1.3%
BSCU Invesco Bulletshares 2030 CB 0.25% 22,830 $382K Add +65.2%
AMAT Applied Materials Inc. 0.25% 1,108 $379K No change
RFG Invesco S&P Midcap 400 Pure 0.24% 6,872 $377K Add +4.6%
MO Altria Group Inc. 0.24% 5,704 $376K Reduce -1.1%
LLY Eli Lilly & Co. 0.23% 390 $359K Reduce -2.5%
PKW Invesco Buyback Achievers Et 0.23% 2,715 $356K Reduce -5.7%
MCD McDonald's Corp. 0.23% 1,145 $356K Reduce -6.5%
GOOG Alphabet Inc. Class C 0.23% 1,211 $348K Reduce -6.9%
SCHW Schwab (charles) Corp. 0.22% 3,693 $347K No change
PG The Procter & Gamble Co. 0.22% 2,387 $345K Reduce -15.9%
PZA Invesco National Amt-Free Mu 0.22% 14,770 $339K Add +3.0%
XOM Exxon Mobil Corp. 0.22% 1,985 $337K No change
ETN Eaton Corp. PLC 0.21% 917 $328K No change
TY Tri-Continental Corp. 0.21% 10,170 $321K No change
ORCL Oracle Corp. 0.21% 2,163 $318K No change
BKLN Invesco Senior Loan ETF 0.20% 15,355 $313K Reduce -3.6%
RZG Invesco S&P Smallcap 600 Pur 0.20% 5,451 $310K Add +1.1%
HON Honeywell International Inc. 0.19% 1,325 $299K No change
XLE SS Energy Select Sector 0.19% 4,869 $298K No change
DVY iShares Select Dividend ETF 0.19% 1,906 $289K Reduce -12.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.18% 2,790 $285K Reduce -40.3%
SHV iShares 0-1 Year Treasury Bo 0.18% 2,550 $281K Add +9.9%
FIXD First Trust Smith Opportunis 0.18% 6,445 $281K Add +13.4%
TT Trane Technologies PLC 0.18% 665 $277K No change
ABT Abbott Laboratories 0.18% 2,699 $277K Reduce -3.6%
SCHO Schwab Short-Term US Treas 0.18% 11,350 $275K Add +19.5%
SHY iShares 1-3 Year Treasury Bo 0.18% 3,330 $275K Add +1.5%
CWCO Consolidated Water Co.-Ord SH 0.18% 8,295 $275K Reduce -3.9%
UFOX Defiance Space and Connectiv 0.17% 3,875 $264K No change
QQQM Invesco Nasdaq 100 ETF 0.17% 1,106 $263K Add +0.6%
CSX CSX Corp. 0.17% 6,320 $259K No change
EMLP First Trust North American E 0.17% 5,900 $258K No change
PM Philip Morris International 0.17% 1,551 $256K No change
KLAC KLA Corp. 0.16% 170 $250K No change
DLR Digital Realty Trust Inc. 0.16% 1,375 $248K Reduce -51.0%
RTX RTX Corp. 0.16% 1,273 $246K No change
COR Cencora Inc. 0.16% 19,175 $244K Add +1.1%
FYX First Trust Small Cap Core A 0.15% 1,965 $235K Add +2.6%
VHT Vanguard Health Care ETF 0.15% 861 $234K Reduce -1.7%
GNMA iShares Gnma Bond ETF 0.15% 5,234 $232K Reduce -3.1%
FNX First Trust Mid Cap Core Alp 0.15% 1,755 $225K No change
SHEL Shell PLC-ADR 0.15% 2,410 $224K New
EME Emcor Group Inc. 0.14% 300 $221K New
SMMU PIMCO SHRT TRM Muni BND ETF 0.14% 4,200 $212K Reduce -6.7%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.14% 3,072 $210K Add +5.1%
SCHG Schwab US Large-Cap Growth 0.13% 6,950 $202K Reduce -8.6%
AMD Advanced Micro Devices 0.13% 990 $201K New
NVG Nuveen Amt-FR Muni CRDT 0.08% 10,211 $126K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $264 (not counted above)
SecurityClassShares / PrincipalValueChange
BLACKROCK UTILITIES INFR- RT RIGHT 04/02/2026 33,365$264Add +75.2%

Total filed on the 13F, all lines: $154.3M.

Portfolio Sells Q4 2025 → Q1 2026
IWF iShares Russell 1000 Growth Reduce -2.2% 6.97% −0.88
VTI VG Morningstar TS MKT ETF-US Reduce -28.2% 1.68% −0.75
VIG Vanguard Dividend Apprec ETF Reduce -28.2% 1.71% −0.71
AAPL Apple Inc. Reduce -7.0% 3.24% −0.44
CEG Constellation Energy Reduce -3.6% 1.09% −0.32
RSP Invesco S&P 500 Equal Weight Reduce -30.3% 0.70% −0.29
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.8% 1.68% −0.28
AMZN Amazon.com Inc. Reduce -6.0% 1.38% −0.23
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 4.01% −0.20
HD Home Depot Inc. Reduce -35.7% 0.83% −0.18
BPRE Bluerock Private Real Estate Sold out 0.00% −0.16
TBIL F/M US Treasury 3 Month Bill Sold out 0.00% −0.15
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.14
ET Energy Transfer LP Sold out 0.00% −0.14
IYW iShares Ustechnology ETF Reduce -5.4% 0.80% −0.12
XLF SS Financial Select Sector Reduce -2.7% 0.94% −0.12
DLR Digital Realty Trust Inc. Reduce -51.0% 0.16% −0.12
ITW Illinois Tool Works Reduce -17.1% 0.82% −0.11
NVDA Nvidia Corp. Reduce -1.4% 1.32% −0.10
VGT Vanguard Info Tech ETF Reduce -1.4% 0.99% −0.09
XLK SS Technology Select Sector Reduce -2.8% 0.79% −0.08
IBM Intl Business Machines Corp. Reduce -6.6% 0.26% −0.08
PTLC Pacer Trendpilot US Large Ca Reduce -9.0% 0.50% −0.08
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -1.9% 0.78% −0.08
AVGO Broadcom Inc. Reduce -2.8% 0.52% −0.07
CIBR First Trust Nasdaq Cybersecu Reduce -2.6% 0.45% −0.07
GOOGL Alphabet Inc. Class A Reduce -2.4% 0.66% −0.07
IRM Iron Mountain Inc. Reduce -40.3% 0.18% −0.06
XLV SS Health Care Select Sector Reduce -1.5% 0.95% −0.06
PHO Invesco Water Resources ETF Reduce -2.7% 0.71% −0.05
ABT Abbott Laboratories Reduce -3.6% 0.18% −0.05
LLY Eli Lilly & Co. Reduce -2.5% 0.23% −0.04
GOOG Alphabet Inc. Class C Reduce -6.9% 0.23% −0.04
PG The Procter & Gamble Co. Reduce -15.9% 0.22% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.0% 0.45% −0.04
QQQ Invesco QQQ Trust Series 1 Reduce -1.1% 0.50% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.1% 0.36% −0.03
SCHG Schwab US Large-Cap Growth Reduce -8.6% 0.13% −0.03
PKW Invesco Buyback Achievers Et Reduce -5.7% 0.23% −0.02
CWCO Consolidated Water Co.-Ord SH Reduce -3.9% 0.18% −0.02
BUFR FT Vest Lad Buffervetf-Usd I Reduce -2.3% 0.55% −0.02
FBLG Fibrobiologics Inc. Sold out 0.00% −0.01
BKLN Invesco Senior Loan ETF Reduce -3.6% 0.20% −0.01
DVY iShares Select Dividend ETF Reduce -12.6% 0.19% −0.01
VHT Vanguard Health Care ETF Reduce -1.7% 0.15% −0.01
MCD McDonald's Corp. Reduce -6.5% 0.23% −0.01
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -6.7% 0.14% −0.01
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -0.7% 0.59% −0.00
GNMA iShares Gnma Bond ETF Reduce -3.1% 0.15% −0.00
FTCS First Trust Capital Strength Reduce -1.5% 0.43% −0.00

Portfolio Buys Q4 2025 → Q1 2026
MCK McKesson Corp. New 0.90% +0.90
BIL SS SPDR BB 1-3M T-Bill ETF Add +72.4% 1.58% +0.67
SPDW Ste STR SPDR PT DW Eu ETF Add +121.7% 0.70% +0.40
RIO Rio Tinto PLC-Spon ADR New 0.35% +0.35
BUI Blckrck Util Infra & PWR Opp Add +94.7% 0.63% +0.32
IHE iShares US Pharmaceuticals E New 0.30% +0.30
FCX Freeport-McMoran Inc. New 0.30% +0.30
GLD SPDR Gold Shares Add +4.9% 1.77% +0.22
VTV Vanguard Mrngstr Val ETF-Aui Add +7.8% 1.65% +0.17
SLV iShares Silver Trust Add +31.0% 0.58% +0.16
SHEL Shell PLC-ADR New 0.15% +0.15
EME Emcor Group Inc. New 0.14% +0.14
VBIL Vanguard 0-3M T-Bill ETF Add +93.9% 0.27% +0.13
AMD Advanced Micro Devices New 0.13% +0.13
VWO Vanguard Ftse Emerging Marke Add +64.2% 0.31% +0.12
JHSC John Hancock Multi Small Cap Add +6.8% 1.30% +0.12
SHLD Global X Defense Tech ETF Add +1.5% 1.07% +0.10
IWD iShares Russell 1000 Value E Add +0.0% 4.37% +0.10
COST Costco Wholesale Corp. Add +0.1% 0.72% +0.10
TOTL SS Doubleline TR Tact ETF Add +21.4% 0.59% +0.10
BSCU Invesco Bulletshares 2030 CB Add +65.2% 0.25% +0.10
EQT Eqt Corp. Add +28.1% 0.25% +0.09
PAVE Global X US Infrastructure Add +0.0% 1.33% +0.09
BSCT Invesco Bulletshares 2029 CB Add +21.4% 0.44% +0.08
IGF iShares Global Infrastructur Add +0.1% 0.82% +0.08
BSCS Invesco Bulletshares 2028 CB Add +15.0% 0.58% +0.08
BSCR Invesco Bulletshares 2027 CB Add +12.8% 0.64% +0.07
WMT Walmart Inc. Add +5.4% 0.47% +0.07
BSV Vanguard Short-Term Bond ETF Add +13.7% 0.53% +0.07
VOO Vanguard S&P 500 ETF Add +22.3% 0.44% +0.07
IEF iShares 7-10 Year Treasury B Add +14.8% 0.41% +0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.3% 0.81% +0.05
SDY SS SPDR S&P Dividend ETF Add +0.4% 0.65% +0.04
IJR iShares Core S&P Small-Cap E Add +4.1% 0.47% +0.04
RZV Invesco S&P Smallcap 600 Pur Add +1.9% 0.47% +0.03
IGSB iShares 1-5Y Inv Grade Corp. Add +5.0% 0.66% +0.03
MINT PIMCO Enhanced Short Maturit Add +0.3% 2.39% +0.03
SCHO Schwab Short-Term US Treas Add +19.5% 0.18% +0.03
SUB iShares Short-Term National Add +10.6% 0.25% +0.03
RFG Invesco S&P Midcap 400 Pure Add +4.6% 0.24% +0.02
FIXD First Trust Smith Opportunis Add +13.4% 0.18% +0.02
SHV iShares 0-1 Year Treasury Bo Add +9.9% 0.18% +0.02
XLI SS Industrial Select Sector Add +0.3% 0.38% +0.02
FYX First Trust Small Cap Core A Add +2.6% 0.15% +0.01
RZG Invesco S&P Smallcap 600 Pur Add +1.1% 0.20% +0.01
WCMI FT WCM International ETF Add +3.4% 0.49% +0.01
FPE FT-Preferred Secur & Inc. ETF Add +5.1% 0.33% +0.01
NEAR iShares SH Dba ETF Usd Inc. Add +0.9% 0.57% +0.01
PZA Invesco National Amt-Free Mu Add +3.0% 0.22% +0.01
BSCQ Invesco Bulletshares 2026 CB Add +0.7% 0.45% +0.01

Notes & Other Activity Q4 2025 → Q1 2026
BLACKROCK UTILITIES INFR- RT RIGHT 04/02/2026 Add +75.2% 33,365 $264

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 159$173.1MIWF, IWD, SPY, AAPL, MINT
Q1 2026 152$154.3MIWF, IWD, SPY, AAPL, MINT
Q4 2025 150$155.6MIWF, IWD, SPY, AAPL, MSFT
Q3 2025 147$152.7MIWF, IWD, SPY, AAPL, MSFT
Q2 2025 146$141.4MIWF, IWD, SPY, MSFT, AAPL
Q1 2025 143$131.0MIWF, IWD, SPY, AAPL, MINT
Q4 2024 132$134.1MIWF, SPY, IWD, AAPL, MSFT
Q3 2024 140$139.7MIWF, IWD, SPY, AAPL, MSFT
Q2 2024 133$130.6MIWF, IWD, SPY, AAPL, MSFT
Q1 2024 128$126.5MIWF, IWD, SPY, AAPL, MSFT