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

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

Historical chart of Perspective 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 Perspective 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 39k 50.38

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Term High Etf (SJNK)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)

View all positions for Perspective Wealth Advisors

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

Morgan Stanley
Rockwood Wealth Management
Resonant Capital Advisors
Bank of America Corporation
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

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