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Ishares U S Etf Tr shr mat mu etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 37k 50.51
2025-06-30 $1.7M 34k 50.27
2025-03-31 $257k 5.1k 50.24

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Ishares U S Etf Tr shr mat mu etf

Morgan Stanley
Rockwood Wealth Management
Resonant Capital Advisors
Captrust Financial Advisors
Integrated Wealth Concepts
LPL Financial
Foster Group
Kestra Investment Management
Envestnet Asset Management
Ullmann Financial
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Colony
Dynasty Wealth Management

View all funds holding Ishares U S Etf Tr shr mat mu etf