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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 37k 50.32
2024-03-31 $1.5M 30k 50.03

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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

Bank of America Corporation
Jpmorgan Chase & Co
Resonant Capital Advisors
Rockwood Wealth Management
Integrated Wealth Concepts
Foster Group
Stephens
Ullmann Financial
LPL Financial
Envestnet Asset Management
Portfolio Design Labs
Kestra Investment Management
Source Financial Advisors
Colony
Cambridge Investment Research Advisors

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