Heritage Wealth Management, Inc./Texas »

Ishares U S Etf Tr shr mat mu etf shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas 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 Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 5.8k 50.32
2025-09-30 $293k 5.8k 50.51

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Heritage Wealth Management, Inc./Texas

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

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

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