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

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

Historical chart of Summit 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 Summit 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 33k 50.51
2025-06-30 $1.5M 31k 50.27
2025-03-31 $865k 17k 50.24
2024-12-31 $443k 8.9k 49.95
2024-09-30 $369k 7.3k 50.32

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

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