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iShares S&P SmallCap 600 Index shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 64k 110.52
2023-12-31 $6.6M 61k 108.25
2023-09-30 $3.2M 34k 94.33
2023-06-30 $6.0M 61k 99.65
2023-03-31 $5.9B 61k 96700.77
2022-12-31 $4.9B 52k 94640.03
2022-09-30 $3.2M 37k 87.20
2022-06-30 $2.7M 30k 92.41
2022-03-31 $3.8M 36k 107.88
2021-12-31 $4.5M 39k 114.74
2021-09-30 $4.0M 37k 109.19
2021-06-30 $625k 41k 15.43
2021-03-31 $4.2M 39k 108.52
2020-12-31 $2.7M 30k 91.14
2020-09-30 $2.2M 30k 71.93
2020-06-30 $2.2M 32k 68.30
2020-03-31 $1.8M 32k 56.12
2019-12-31 $2.9M 35k 83.84
2019-09-30 $2.7M 34k 77.83
2019-06-30 $2.7M 34k 78.29
2019-03-31 $2.7M 35k 77.14
2018-12-31 $2.4M 34k 69.32
2018-09-30 $3.5M 41k 87.25
2018-06-30 $3.1M 37k 83.47
2018-03-31 $1.8M 23k 77.02
2017-12-31 $1.5M 20k 76.83
2017-09-30 $1.5M 21k 74.22
2017-06-30 $1.5M 21k 70.11
2017-03-31 $1.0M 15k 69.16
2016-12-31 $1.5M 11k 137.51
2016-09-30 $1.0M 8.3k 124.09
2014-06-30 $978k 8.7k 112.05
2014-03-31 $964k 8.7k 110.20
2013-12-31 $955k 8.7k 109.17

More positions owned by Arete Wealth Advisors

Abbvie (ABBV)
Walt Disney Company (DIS)
Invesco Db Multi-sector Comm Energy Fd (RSP)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus2000idx (VOO)
Accenture Plc Ireland Shs Class A (ABT)
Exchange Traded Concepts Tr Bitwise Crypto (FSK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf (SPY)
Ishares Tips Bd Etf (IVV)
Vanguard Specialized Portfol Div App Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (EFV)
Ishares Core S&p Scp Etf (IEF)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Tr Msci Eafe Etf (SHV)

View all positions for Arete Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index