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

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2M 23k 49.63

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Inf Tech Etf (VGT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

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

Rockwood Wealth Management
Bank of America Corporation
Resonant Capital Advisors
Captrust Financial Advisors
LPL Financial
Integrated Wealth Concepts
Foster Group
Cetera Investment Advisers
Rockefeller Capital Management
Ullmann Financial
Jpmorgan Chase & Co
Advisor Group Holdings
Equitable Holdings
Smart Money Group
Dynasty Wealth Management

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