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Ishares U S Etf Tr shr mat mu etf shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 34k 50.32

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Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
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Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Microsoft Stock (MSFT)
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Google Stock (GOOGL)

View all positions for Valeo Financial Advisors

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

Rockwood Wealth Management
Captrust Financial Advisors
Resonant Capital Advisors
LPL Financial
Integrated Wealth Concepts
Foster Group
Cetera Investment Advisers
Ullmann Financial
Kestra Investment Management
Envestnet Asset Management
Jpmorgan Chase & Co
Quantinno Capital Management
Advisor Group Holdings
Colony
HighTower Advisors

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