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Ishares U S Etf Tr shr mat mu etf shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 11k 50.51
2025-06-30 $528k 11k 50.27

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial 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