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

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

Historical chart of Core Wealth Advisors 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 Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $456k 9.1k 49.81
2023-06-30 $416k 8.3k 49.89
2023-03-31 $305k 6.1k 49.96
2021-12-31 $299k 6.0k 50.03
2021-09-30 $338k 6.7k 50.24
2021-06-30 $38k 752 50.53
2019-12-31 $40k 799 50.06

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

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

Bank of America Corporation
Rockwood Wealth Management
Resonant Capital Advisors
Foster Group
Ullmann Financial
Jpmorgan Chase & Co
Portfolio Design Labs
Quotient Wealth Partners
Colony
Smart Money Group
CWM
Pine Harbor Wealth Management
Advisor Group Holdings
HighTower Advisors
Integrated Investment Consultants

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