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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund 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 NA Tec.-SW. Idx. Fund by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4M 55k 79.94
2025-12-31 $334k 3.2k 105.66
2025-09-30 $286k 2.5k 114.81
2025-06-30 $1.6M 15k 109.50
2020-12-31 $1.1M 3.2k 347.11