American Institute for Advanced Investment Management, LLP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), American Institute for Advanced Investment Management, LLP reported 159 stock positions worth $173.1 million. Its top holding was iShares Russell 1000 Growth (IWF) at 7.2% 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 Q1 2026, it opened 9 new positions, sold out of 2, added to 42 and reduced 63. The biggest buy was Vaneck Semiconductor ETF (SMH, shares +2%) and the biggest sale SPDR Gold Shares (GLD, shares −4%).

Most Recent 13F
Q2 2026
Location
Scottsdale, AZ
CIK
0001805824
Portfolio Value
$173.1M (Q2 2026)
SEC Filing
0001214659-26-008788 ↗ filed Jul 22, 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 Q1 2026 Q2 2026: $173.1M $173.1M Q2 2026

Holdings 159 stocks · $173.1M
IWF iShares Russell 1000 Growth 7.21% 100,432 $12.5M Reduce -0.5%
IWD iShares Russell 1000 Value E 4.37% 31,216 $7.6M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 4.00% 9,263 $6.9M Reduce -2.6%
AAPL Apple Inc. 3.27% 19,550 $5.7M Reduce -0.9%
MINT PIMCO Enhanced Short Maturit 2.15% 36,958 $3.7M Add +0.6%
MSFT Microsoft Corp. 2.01% 9,309 $3.5M Add +0.1%
IWM iShares Russell 2000 ETF 1.89% 10,912 $3.3M Reduce -0.6%
VUG Vanguard Mrngstar GR ETF-Sui 1.78% 35,664 $3.1M Add +0.2%
VTI VG Morningstar TS MKT ETF-US 1.74% 8,144 $3.0M Add +0.7%
VTV Vanguard Mrngstr Val ETF-Aui 1.64% 13,003 $2.8M Add +0.5%
VIG Vanguard Dividend Apprec ETF 1.59% 11,666 $2.8M Reduce -5.0%
SMH Vaneck Semiconductor ETF 1.54% 4,067 $2.7M Add +2.4%
PPA Invesco Aerospace & Defense 1.53% 15,034 $2.7M Add +3.1%
MDY State Street SPDR S&P Midcap 1.50% 3,696 $2.6M Reduce -0.6%
GRID First TRST Nasd Class Edg Sgiif 1.46% 17,675 $2.5M Add +1.7%
AMZN Amazon.com Inc. 1.40% 10,154 $2.4M Reduce -0.7%
PAVE Global X US Infrastructure 1.39% 40,759 $2.4M Add +0.7%
GLD SPDR Gold Shares 1.31% 6,167 $2.3M Reduce -3.5%
JHSC John Hancock Multi Small Cap 1.31% 46,686 $2.3M Reduce -0.5%
NVDA Nvidia Corp. 1.23% 10,654 $2.1M Reduce -8.8%
BIL SS SPDR BB 1-3M T-Bill ETF 1.22% 23,025 $2.1M Reduce -13.7%
VGT Vanguard Info Tech ETF 1.20% 17,408 $2.1M Reduce -1.0%
AIQ Global X Art Intel & Tech 1.18% 31,042 $2.0M Add +2.6%
NLR Vaneck Urani & Nuclr ETF-Usd 1.17% 17,428 $2.0M Add +0.5%
ABBV Abbvie Inc. 1.05% 7,204 $1.8M Reduce -5.9%
IYW iShares Ustechnology ETF 1.01% 6,929 $1.7M Add +2.2%
XLK SS Technology Select Sector 1.00% 9,050 $1.7M Reduce -1.9%
JNJ Johnson & Johnson 0.93% 6,340 $1.6M Reduce -2.2%
XLF SS Financial Select Sector 0.88% 28,558 $1.5M Reduce -2.4%
CEG Constellation Energy 0.87% 6,021 $1.5M No change
XLV SS Health Care Select Sector 0.85% 9,267 $1.5M Reduce -7.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.83% 4,706 $1.4M Add +0.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.78% 6,795 $1.3M Reduce -0.2%
HD Home Depot Inc. 0.77% 10,001 $1.3M Reduce -1.0%
ITW Illinois Tool Works 0.76% 4,840 $1.3M No change
SPDW Ste STR SPDR PT DW Eu ETF 0.75% 25,877 $1.3M Add +9.0%
FTHI Fthi/First Trust Exchange-TR 0.74% 52,115 $1.3M Reduce -0.4%
IGF iShares Global Infrastructur 0.73% 18,867 $1.3M Reduce -0.6%
GOOGL Alphabet Inc. Class A 0.72% 3,587 $1.2M Reduce -1.2%
MCK McKesson Corp. 0.70% 1,600 $1.2M No change
RSP Invesco S&P 500 Equal Weight 0.68% 5,551 $1.2M Reduce -0.8%
SHLD Global X Defense Tech ETF 0.66% 19,237 $1.1M Reduce -17.6%
PHO Invesco Water Resources ETF 0.65% 16,330 $1.1M Reduce -0.7%
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.64% 38,140 $1.1M Add +2.9%
VGK Vanguard Ftse Europe ETF 0.64% 12,484 $1.1M Add +0.0%
BSCR Invesco Bulletshares 2027 CB 0.62% 54,538 $1.1M Add +8.0%
MCHP Microchip Technology Inc. 0.62% 11,706 $1.1M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.62% 20,362 $1.1M Add +4.4%
SDY SS SPDR S&P Dividend ETF 0.60% 6,850 $1.0M No change
BSCS Invesco Bulletshares 2028 CB 0.60% 50,746 $1.0M Add +16.2%
COST Costco Wholesale Corp. 0.60% 1,104 $1.0M Reduce -0.7%
NEAR iShares SH Dba ETF Usd Inc. 0.59% 20,140 $1.0M Add +17.3%
CIBR First Trust Nasdaq Cybersecu 0.58% 11,113 $999K Reduce -0.7%
EMLP First Trust North American E 0.58% 22,895 $996K Add +288.1%
QQQ Invesco QQQ Trust Series 1 0.57% 1,341 $988K Add +0.6%
AVGO Broadcom Inc. 0.54% 2,467 $932K Reduce -5.7%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.54% 31,159 $926K Reduce -4.2%
CAT Caterpillar Inc. 0.53% 869 $925K No change
TOTL SS Doubleline TR Tact ETF 0.53% 23,394 $923K Add +2.8%
SOXX iShares Semiconductor ETF 0.52% 1,413 $905K Add +21.0%
WCMI FT WCM International ETF 0.52% 45,891 $898K Add +1.8%
BUFR FT Vest Lad Buffervetf-Usd I 0.52% 24,485 $894K Reduce -2.8%
FJP First Trust Japan 0.50% 11,410 $871K Reduce -3.4%
RZV Invesco S&P Smallcap 600 Pur 0.50% 5,820 $868K Reduce -0.8%
IJR iShares Core S&P Small-Cap E 0.50% 5,797 $860K Reduce -0.1%
PTLC Pacer Trendpilot US Large Ca 0.46% 13,656 $796K Reduce -6.8%
BSCT Invesco Bulletshares 2029 CB 0.46% 42,650 $792K Add +17.2%
BSV Vanguard Short-Term Bond ETF 0.44% 9,831 $766K Reduce -5.5%
BRK.A Berkshire Hathaway Inc. Class A 0.43% 1 $749K No change
AMAT Applied Materials Inc. 0.42% 1,008 $729K Reduce -9.0%
VOO Vanguard S&P 500 ETF 0.41% 1,040 $714K Reduce -7.9%
PFFD Global X US Preferred ETF 0.40% 37,220 $696K Reduce -0.6%
SLV iShares Silver Trust 0.40% 12,914 $691K Reduce -1.4%
BSCQ Invesco Bulletshares 2026 CB 0.40% 35,190 $687K No change
AMD Advanced Micro Devices 0.40% 1,180 $685K Add +19.2%
WMT Walmart Inc. 0.39% 5,960 $675K Add +1.6%
XLI SS Industrial Select Sector 0.38% 3,592 $665K No change
FXZ First Trust Materials Alphad 0.38% 8,350 $663K New
MU Micron Technology Inc. 0.38% 568 $656K New
IGLD FT Vest Gold Strategy Target 0.37% 30,750 $648K New
RIO Rio Tinto PLC-Spon ADR 0.37% 6,740 $640K Add +16.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.36% 7,840 $632K No change
KLAC KLA Corp. 0.36% 2,090 $631K Add +22.9%
IEF iShares 7-10 Year Treasury B 0.36% 6,625 $627K Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 1,223 $612K Reduce -15.5%
VDE Vanguard Energy ETF 0.35% 4,055 $609K No change
DTCR Global X Data Center & Digit 0.34% 19,100 $580K New
VWO Vanguard Ftse Emerging Marke 0.32% 9,308 $556K Add +4.8%
JPM JPMorgan Chase & Co. 0.32% 1,675 $548K No change
VYM Vanguard High DVD Yield ETF 0.32% 3,465 $548K Reduce -8.0%
FTA First Trust L C Val Alp 0.31% 5,590 $541K Reduce -0.5%
IHE iShares US Pharmaceuticals E 0.31% 5,457 $540K Add +2.0%
FPEI First Trust Institutional PR 0.30% 27,365 $528K No change
FPE FT-Preferred Secur & Inc. ETF 0.29% 28,350 $507K No change
MRK Merck & Co. Inc. 0.28% 3,795 $488K No change
FCX Freeport-McMoran Inc. 0.28% 7,713 $485K Reduce -1.9%
EPD Enterprise Products Partners 0.28% 13,060 $480K Reduce -1.9%
TSLA Tesla Inc. 0.27% 1,122 $472K Add +0.5%
ETV Eaton Vance T/M Buy-Writ Opp 0.26% 28,770 $453K No change
RFG Invesco S&P Midcap 400 Pure 0.26% 6,872 $443K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 1,557 $438K Reduce -6.0%
CVX Chevron Corp. 0.25% 2,641 $438K No change
LDUR PIMCO Enhanced Low Duration 0.25% 4,573 $437K No change
DXJ Wisdomtree Japan Hedged Eq 0.25% 2,474 $429K Reduce -4.8%
BSCU Invesco Bulletshares 2030 CB 0.25% 25,630 $427K Add +12.3%
LLY Eli Lilly & Co. 0.24% 350 $420K Reduce -10.3%
GOOG Alphabet Inc. Class C 0.24% 1,176 $416K Reduce -2.9%
MO Altria Group Inc. 0.24% 5,704 $410K No change
FTCS First Trust Capital Strength 0.23% 4,279 $402K Reduce -39.8%
CB Chubb Ltd. 0.23% 1,240 $398K No change
RZG Invesco S&P Smallcap 600 Pur 0.23% 5,416 $394K Reduce -0.6%
SUB iShares Short-Term National 0.22% 3,650 $389K No change
ETN Eaton Corp. PLC 0.22% 907 $386K Reduce -1.1%
MLM Martin Marietta Materials 0.22% 660 $381K No change
PKW Invesco Buyback Achievers Et 0.22% 2,675 $379K Reduce -1.5%
SHY iShares 1-3 Year Treasury Bo 0.21% 4,530 $372K Add +36.0%
UFOX Defiance Space and Connectiv 0.21% 3,875 $368K No change
GDX Vaneck Gold Miners ETF 0.21% 4,785 $361K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.21% 2,815 $356K Add +0.9%
TY Tri-Continental Corp. 0.21% 10,326 $355K Add +1.5%
VBIL Vanguard 0-3M T-Bill ETF 0.21% 4,695 $355K Reduce -15.3%
PZA Invesco National Amt-Free Mu 0.20% 14,770 $347K No change
PG The Procter & Gamble Co. 0.20% 2,337 $343K Reduce -2.1%
SCHW Schwab (charles) Corp. 0.20% 3,693 $341K No change
QQQM Invesco Nasdaq 100 ETF 0.19% 1,086 $329K Reduce -1.8%
TT Trane Technologies PLC 0.19% 665 $327K No change
ORCL Oracle Corp. 0.18% 2,163 $317K No change
BKLN Invesco Senior Loan ETF 0.18% 15,355 $313K No change
MCD McDonald's Corp. 0.18% 1,145 $310K No change
CSX CSX Corp. 0.17% 6,320 $300K No change
DVY iShares Select Dividend ETF 0.17% 1,906 $298K No change
SCHO Schwab Short-Term US Treas 0.17% 12,175 $294K Add +7.3%
TXN Texas Instruments Inc. 0.17% 985 $294K New
FIXD First Trust Smith Opportunis 0.17% 6,550 $286K Add +1.6%
FYX First Trust Small Cap Core A 0.16% 1,965 $284K No change
SHV iShares 0-1 Year Treasury Bo 0.16% 2,550 $281K No change
PM Philip Morris International 0.16% 1,551 $281K No change
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.16% 3,217 $276K Add +4.7%
XOM Exxon Mobil Corp. 0.16% 1,985 $271K No change
PLTR Palantir Technologies Inc. Class A 0.16% 2,320 $271K Reduce -27.9%
WM Waste Management Inc. 0.15% 1,185 $264K Reduce -43.0%
EQT Eqt Corp. 0.15% 4,945 $263K Reduce -19.5%
FNX First Trust Mid Cap Core Alp 0.15% 1,755 $257K No change
DLR Digital Realty Trust Inc. 0.14% 1,390 $250K Add +1.1%
EME Emcor Group Inc. 0.14% 300 $249K No change
VCSH Vanguard S/T Corp. Bond ETF 0.14% 3,147 $249K New
COR Cencora Inc. 0.14% 19,385 $246K Add +1.1%
XLE SS Energy Select Sector 0.14% 4,619 $245K Reduce -5.1%
CWCO Consolidated Water Co.-Ord SH 0.14% 8,295 $245K No change
RTX RTX Corp. 0.14% 1,273 $242K No change
SCHG Schwab US Large-Cap Growth 0.14% 6,950 $235K No change
GNMA iShares Gnma Bond ETF 0.13% 5,234 $232K No change
VHT Vanguard Health Care ETF 0.13% 759 $227K Reduce -11.8%
ABT Abbott Laboratories 0.13% 2,394 $217K Reduce -11.3%
RDVY First Trust Rising Dividend 0.13% 2,676 $217K New
SMMU PIMCO SHRT TRM Muni BND ETF 0.12% 4,200 $212K No change
FTGS First Trust Grwth Strgth ETF 0.12% 5,625 $208K New
INTC Intel Corp. 0.12% 1,452 $203K New
NVG Nuveen Amt-FR Muni CRDT 0.08% 10,211 $131K No change

Portfolio Sells Q1 2026 → Q2 2026
GLD SPDR Gold Shares Reduce -3.5% 1.31% −0.46
SHLD Global X Defense Tech ETF Reduce -17.6% 0.66% −0.41
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -13.7% 1.22% −0.36
FTCS First Trust Capital Strength Reduce -39.8% 0.23% −0.20
HON Honeywell International Inc. Sold out 0.00% −0.19
SLV iShares Silver Trust Reduce -1.4% 0.40% −0.18
WM Waste Management Inc. Reduce -43.0% 0.15% −0.16
PLTR Palantir Technologies Inc. Class A Reduce -27.9% 0.16% −0.15
SHEL Shell PLC-ADR Sold out 0.00% −0.15
COST Costco Wholesale Corp. Reduce -0.7% 0.60% −0.12
VIG Vanguard Dividend Apprec ETF Reduce -5.0% 1.59% −0.12
EQT Eqt Corp. Reduce -19.5% 0.15% −0.10
XLV SS Health Care Select Sector Reduce -7.1% 0.85% −0.10
IGF iShares Global Infrastructur Reduce -0.6% 0.73% −0.10
JNJ Johnson & Johnson Reduce -2.2% 0.93% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -15.5% 0.35% −0.10
NVDA Nvidia Corp. Reduce -8.8% 1.23% −0.09
BSV Vanguard Short-Term Bond ETF Reduce -5.5% 0.44% −0.09
VBIL Vanguard 0-3M T-Bill ETF Reduce -15.3% 0.21% −0.07
HD Home Depot Inc. Reduce -1.0% 0.77% −0.06
PHO Invesco Water Resources ETF Reduce -0.7% 0.65% −0.06
FTHI Fthi/First Trust Exchange-TR Reduce -0.4% 0.74% −0.06
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -4.2% 0.54% −0.05
ABT Abbott Laboratories Reduce -11.3% 0.13% −0.05
FJP First Trust Japan Reduce -3.4% 0.50% −0.05
XLE SS Energy Select Sector Reduce -5.1% 0.14% −0.05
XLF SS Financial Select Sector Reduce -2.4% 0.88% −0.05
EPD Enterprise Products Partners Reduce -1.9% 0.28% −0.05
IEF iShares 7-10 Year Treasury B Reduce -0.1% 0.36% −0.05
VYM Vanguard High DVD Yield ETF Reduce -8.0% 0.32% −0.04
PFFD Global X US Preferred ETF Reduce -0.6% 0.40% −0.04
PTLC Pacer Trendpilot US Large Ca Reduce -6.8% 0.46% −0.04
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.2% 0.78% −0.04
BUFR FT Vest Lad Buffervetf-Usd I Reduce -2.8% 0.52% −0.03
ABBV Abbvie Inc. Reduce -5.9% 1.05% −0.03
PG The Procter & Gamble Co. Reduce -2.1% 0.20% −0.03
VOO Vanguard S&P 500 ETF Reduce -7.9% 0.41% −0.02
FTA First Trust L C Val Alp Reduce -0.5% 0.31% −0.02
VHT Vanguard Health Care ETF Reduce -11.8% 0.13% −0.02
FCX Freeport-McMoran Inc. Reduce -1.9% 0.28% −0.02
DXJ Wisdomtree Japan Hedged Eq Reduce -4.8% 0.25% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -0.8% 0.68% −0.01
PKW Invesco Buyback Achievers Et Reduce -1.5% 0.22% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.6% 4.00% −0.01
IBM Intl Business Machines Corp. Reduce -6.0% 0.25% −0.01
IWD iShares Russell 1000 Value E Reduce -1.0% 4.37% +0.01
JHSC John Hancock Multi Small Cap Reduce -0.5% 1.31% +0.01
LLY Eli Lilly & Co. Reduce -10.3% 0.24% +0.01
ETN Eaton Corp. PLC Reduce -1.1% 0.22% +0.01
AVGO Broadcom Inc. Reduce -5.7% 0.54% +0.01

Portfolio Buys Q1 2026 → Q2 2026
SMH Vaneck Semiconductor ETF Add +2.4% 1.54% +0.55
EMLP First Trust North American E Add +288.1% 0.58% +0.41
FXZ First Trust Materials Alphad New 0.38% +0.38
MU Micron Technology Inc. New 0.38% +0.38
IGLD FT Vest Gold Strategy Target New 0.37% +0.37
DTCR Global X Data Center & Digit New 0.34% +0.34
SOXX iShares Semiconductor ETF Add +21.0% 0.52% +0.27
AMD Advanced Micro Devices Add +19.2% 0.40% +0.27
AIQ Global X Art Intel & Tech Add +2.6% 1.18% +0.26
IYW iShares Ustechnology ETF Add +2.2% 1.01% +0.21
KLAC KLA Corp. Add +22.9% 0.36% +0.20
TXN Texas Instruments Inc. New 0.17% +0.17
VCSH Vanguard S/T Corp. Bond ETF New 0.14% +0.14
RDVY First Trust Rising Dividend New 0.13% +0.13
FTGS First Trust Grwth Strgth ETF New 0.12% +0.12
INTC Intel Corp. New 0.12% +0.12
VUG Vanguard Mrngstar GR ETF-Sui Add +0.2% 1.78% +0.10
GRID First TRST Nasd Class Edg Sgiif Add +1.7% 1.46% +0.09
QQQ Invesco QQQ Trust Series 1 Add +0.6% 0.57% +0.07
VTI VG Morningstar TS MKT ETF-US Add +0.7% 1.74% +0.06
PAVE Global X US Infrastructure Add +0.7% 1.39% +0.06
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.4% 0.83% +0.05
SPDW Ste STR SPDR PT DW Eu ETF Add +9.0% 0.75% +0.05
SHY iShares 1-3 Year Treasury Bo Add +36.0% 0.21% +0.04
WCMI FT WCM International ETF Add +1.8% 0.52% +0.03
NEAR iShares SH Dba ETF Usd Inc. Add +17.3% 0.59% +0.02
ROBO Robo Global Robotics and Aut Add +4.7% 0.16% +0.02
RIO Rio Tinto PLC-Spon ADR Add +16.9% 0.37% +0.02
IRM Iron Mountain Inc. Add +0.9% 0.21% +0.02
BSCS Invesco Bulletshares 2028 CB Add +16.2% 0.60% +0.02
BSCT Invesco Bulletshares 2029 CB Add +17.2% 0.46% +0.02
IHE iShares US Pharmaceuticals E Add +2.0% 0.31% +0.01
VWO Vanguard Ftse Emerging Marke Add +4.8% 0.32% +0.01
BUI Blckrck Util Infra & PWR Opp Add +2.9% 0.64% +0.01
TSLA Tesla Inc. Add +0.5% 0.27% +0.00
BSCU Invesco Bulletshares 2030 CB Add +12.3% 0.25% −0.00
TY Tri-Continental Corp. Add +1.5% 0.21% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 1.64% −0.01
SCHO Schwab Short-Term US Treas Add +7.3% 0.17% −0.01
COR Cencora Inc. Add +1.1% 0.14% −0.02
DLR Digital Realty Trust Inc. Add +1.1% 0.14% −0.02
FIXD First Trust Smith Opportunis Add +1.6% 0.17% −0.02
BSCR Invesco Bulletshares 2027 CB Add +8.0% 0.62% −0.02
VGK Vanguard Ftse Europe ETF Add +0.0% 0.64% −0.03
PPA Invesco Aerospace & Defense Add +3.1% 1.53% −0.03
IGSB iShares 1-5Y Inv Grade Corp. Add +4.4% 0.62% −0.05
TOTL SS Doubleline TR Tact ETF Add +2.8% 0.53% −0.05
WMT Walmart Inc. Add +1.6% 0.39% −0.08
MSFT Microsoft Corp. Add +0.1% 2.01% −0.22
MINT PIMCO Enhanced Short Maturit Add +0.6% 2.15% −0.24

Notes & Other Activity Q1 2026 → Q2 2026
BLACKROCK UTILITIES INFR- RT RIGHT 04/02/2026 Sold out 33,365 $264before exit

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