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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
2024-09-30 $369k 7.3k 50.32

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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 Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit 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