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Ishares U S Etf Tr shr mat mu etf shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners 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 Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 24k 50.15
2024-03-31 $1.2M 24k 50.12
2023-12-31 $1.2M 24k 49.99
2023-09-30 $1.2M 24k 49.81

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Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Principle Wealth Partners

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

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

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